-100.0%
SMX vs VOO
+74.2%
-174.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.6% | +2.7% |
| 7D | +11.2% | -0.4% | +11.6% | +11.7% |
| 30D | +13.4% | -1.4% | +14.8% | +15.1% |
| 3M | +36.9% | +3.7% | +33.2% | +32.6% |
| 6M | -73.2% | +13.0% | -86.3% | -75.8% |
| YTD | -90.2% | +12.4% | -102.7% | -91.1% |
| 1Y | -88.9% | +18.6% | -107.5% | -89.9% |
| 3Y | -100.0% | +78.1% | -178.1% | -100.0% |
| All | -100.0% | +74.2% | -174.2% | -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 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