+198.4%
SMBK vs VT
+223.7%
-25.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -0.9% |
| 7D | -1.7% | +0.4% | -2.1% | -2.1% |
| 30D | -3.0% | -2.6% | -0.4% | -0.7% |
| 3M | -6.6% | -3.2% | -3.4% | -3.8% |
| 6M | +15.2% | +0.9% | +14.2% | +13.1% |
| YTD | +31.9% | +11.3% | +20.6% | +17.0% |
| 1Y | +37.6% | +14.0% | +23.6% | +19.1% |
| 3Y | +136.7% | +75.8% | +60.9% | +32.0% |
| 5Y | +90.9% | +57.8% | +33.1% | +18.3% |
| 10Y | +198.4% | +219.8% | -21.4% | -10.3% |
| All | +198.4% | +223.7% | -25.3% | -10.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling