+88.8%
VOO vs SMR
-48.0%
+136.8%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | -0.9% | +1.9% | -2.9% | -1.1% |
| 30D | -2.3% | -21.9% | +19.6% | -1.2% |
| 3M | -1.2% | -47.1% | +46.0% | +1.7% |
| 6M | +3.3% | -60.6% | +64.0% | +7.5% |
| YTD | +12.3% | -63.1% | +75.4% | +16.2% |
| 1Y | +12.5% | -80.4% | +92.9% | +19.8% |
| 3Y | +79.2% | +150.2% | -71.1% | +56.5% |
| All | +88.8% | -48.0% | +136.8% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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