+34.8%
SMBC vs VT
+10.5%
+24.3%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -0.3% | -2.3% | +2.0% | +0.4% |
| 30D | -0.7% | -5.0% | +4.3% | +0.7% |
| 3M | -9.2% | -4.9% | -4.4% | -8.1% |
| 6M | +2.6% | -1.5% | +4.1% | +2.8% |
| YTD | +20.5% | +8.5% | +12.0% | +16.3% |
| 1Y | +34.8% | +11.4% | +23.4% | +28.7% |
| All | +34.8% | +10.5% | +24.3% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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