-98.4%
SMU vs VOO
+18.2%
-116.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -31.2% | +0.8% | -32.1% | -38.1% |
| 7D | -25.4% | -0.8% | -24.6% | -23.7% |
| 30D | -27.6% | -1.1% | -26.5% | -22.2% |
| 3M | -38.6% | +3.9% | -42.5% | -54.2% |
| 6M | -73.5% | +13.6% | -87.1% | -88.0% |
| YTD | -84.0% | +12.7% | -96.7% | -91.8% |
| 1Y | -98.4% | +17.6% | -115.9% | -99.4% |
| All | -98.4% | +18.2% | -116.6% | -99.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling