-46.9%
SMTI vs VOO
+807.8%
-854.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | +0.7% | -0.4% | +1.0% | +0.9% |
| 30D | +2.3% | -1.4% | +3.7% | +3.1% |
| 3M | +54.2% | +3.7% | +50.5% | +50.7% |
| 6M | +68.9% | +13.0% | +55.9% | +56.9% |
| YTD | +50.0% | +12.4% | +37.6% | +39.9% |
| 1Y | +1.9% | +18.6% | -16.7% | -7.7% |
| 3Y | -1.8% | +78.1% | -79.8% | -26.3% |
| 5Y | +5.2% | +82.3% | -77.1% | -22.0% |
| 10Y | +600.6% | +322.5% | +278.1% | +292.0% |
| All | -46.9% | +807.8% | -854.8% | -66.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling