-61.7%
SMWB vs VOO
+100.6%
-162.3%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -4.4% |
| 7D | -4.6% | +0.5% | -5.1% | -5.2% |
| 30D | +11.6% | -0.9% | +12.5% | +13.3% |
| 3M | +102.9% | +3.9% | +99.0% | +93.4% |
| 6M | +198.2% | +14.5% | +183.7% | +148.3% |
| YTD | +11.9% | +13.0% | -1.1% | -4.9% |
| 1Y | -16.8% | +19.4% | -36.2% | -34.2% |
| 3Y | +23.6% | +78.9% | -55.3% | -42.8% |
| 5Y | -58.8% | +82.3% | -141.1% | -80.8% |
| All | -61.7% | +100.6% | -162.3% | -82.4% |
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 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