+598.4%
SMTI vs VOO
+325.3%
+273.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.9% |
| 7D | +0.5% | -0.8% | +1.3% | +1.0% |
| 30D | +1.7% | -1.1% | +2.8% | +2.4% |
| 3M | +62.4% | +3.9% | +58.5% | +58.2% |
| 6M | +78.2% | +13.6% | +64.5% | +63.1% |
| YTD | +49.6% | +12.7% | +36.8% | +37.8% |
| 1Y | -1.0% | +17.6% | -18.6% | -11.2% |
| 3Y | -0.5% | +77.3% | -77.8% | -28.1% |
| 5Y | +2.9% | +84.1% | -81.2% | -27.4% |
| All | +598.4% | +325.3% | +273.1% | +339.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling