-63.1%
SMWB vs VOO
+100.2%
-163.3%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -1.6% |
| 7D | -8.7% | -0.8% | -7.9% | -7.7% |
| 30D | -8.2% | -1.1% | -7.1% | -6.7% |
| 3M | +90.8% | +3.9% | +86.9% | +82.0% |
| 6M | +205.7% | +13.6% | +192.0% | +157.4% |
| YTD | +7.7% | +12.7% | -5.0% | -8.1% |
| 1Y | -19.2% | +17.6% | -36.8% | -34.7% |
| 3Y | +19.9% | +77.3% | -57.4% | -43.8% |
| 5Y | -61.4% | +84.1% | -145.6% | -82.0% |
| All | -63.1% | +100.2% | -163.3% | -83.0% |
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 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