-81.5%
SMXT vs VOO
+17.3%
-98.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.6% | +13.7% | +13.8% |
| 7D | -13.3% | -2.0% | -11.3% | -11.1% |
| 30D | -42.7% | -1.7% | -41.0% | -41.6% |
| 3M | -57.7% | +4.7% | -62.5% | -60.5% |
| 6M | -72.8% | +12.6% | -85.4% | -77.2% |
| YTD | -75.4% | +11.8% | -87.2% | -78.7% |
| 1Y | -81.5% | +17.5% | -99.0% | -86.3% |
| All | -81.5% | +17.3% | -98.8% | -86.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling