-100.0%
SMX vs VOO
+74.6%
-174.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.7% | -3.7% |
| 7D | -12.1% | -0.8% | -11.3% | -11.4% |
| 30D | +5.9% | -1.1% | +7.0% | +7.1% |
| 3M | +23.1% | +3.9% | +19.2% | +18.8% |
| 6M | -66.4% | +13.6% | -80.0% | -69.8% |
| YTD | -90.7% | +12.7% | -103.4% | -91.5% |
| 1Y | -89.9% | +17.6% | -107.5% | -90.8% |
| 3Y | -100.0% | +77.3% | -177.3% | -100.0% |
| All | -100.0% | +74.6% | -174.6% | -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 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