-95.6%
SMXT vs VOO
+54.6%
-150.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.5% |
| 7D | +12.4% | +3.3% | +9.1% | +9.1% |
| 30D | -18.1% | -2.7% | -15.4% | -16.0% |
| 3M | -4.8% | -1.7% | -3.1% | -3.2% |
| 6M | -35.2% | +3.1% | -38.3% | -37.1% |
| YTD | -56.8% | +11.9% | -68.7% | -61.0% |
| 1Y | -65.2% | +12.1% | -77.3% | -68.6% |
| All | -95.6% | +54.6% | -150.2% | -97.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling