-97.6%
SMXT vs VOO
+55.7%
-153.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.2% | -4.1% |
| 7D | -11.0% | -0.8% | -10.3% | -10.4% |
| 30D | -47.7% | -1.1% | -46.6% | -47.2% |
| 3M | -57.8% | +3.9% | -61.7% | -59.3% |
| 6M | -74.0% | +13.6% | -87.6% | -77.0% |
| YTD | -76.2% | +12.7% | -89.0% | -78.7% |
| 1Y | -82.6% | +17.6% | -100.2% | -84.9% |
| All | -97.6% | +55.7% | -153.2% | -98.6% |
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