+130.7%
SMBK vs VT
+374.2%
-243.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.1% | +0.4% | +1.6% | +1.9% |
| 30D | -2.1% | +1.0% | -3.1% | -2.5% |
| 3M | +24.8% | +2.4% | +22.5% | +23.5% |
| 6M | +30.3% | +12.0% | +18.3% | +24.8% |
| YTD | +41.0% | +15.3% | +25.7% | +33.6% |
| 1Y | +40.2% | +22.6% | +17.6% | +29.8% |
| 3Y | +132.1% | +74.7% | +57.4% | +91.2% |
| 5Y | +115.1% | +66.1% | +49.0% | +79.3% |
| 10Y | +252.4% | +225.0% | +27.4% | +159.8% |
| All | +130.7% | +374.2% | -243.5% | +92.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling