-99.9%
SMUP vs VOO
+21.3%
-121.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -31.4% | +0.8% | -32.3% | -37.7% |
| 7D | -25.8% | -0.8% | -25.1% | -24.2% |
| 30D | -27.4% | -1.1% | -26.3% | -22.3% |
| 3M | -36.7% | +3.9% | -40.6% | -51.1% |
| 6M | -72.4% | +13.6% | -86.1% | -86.3% |
| YTD | -98.3% | +12.7% | -111.0% | -99.4% |
| 1Y | -99.8% | +17.6% | -117.4% | -99.9% |
| All | -99.9% | +21.3% | -121.2% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling