-84.5%
SMC vs VT
+222.7%
-307.2%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.4% | +0.4% | -0.1% | -0.4% |
| 30D | +13.3% | +1.0% | +12.3% | +11.3% |
| 3M | +13.8% | +2.4% | +11.4% | +8.1% |
| 6M | +7.5% | +12.0% | -4.5% | -12.9% |
| YTD | +28.2% | +15.3% | +12.8% | -1.6% |
| 1Y | +47.1% | +22.6% | +24.5% | +1.9% |
| 3Y | +148.4% | +74.7% | +73.7% | -9.4% |
| 5Y | +0.3% | +66.1% | -65.9% | -61.8% |
| All | -84.5% | +222.7% | -307.2% | -97.9% |
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