-87.0%
SMCL vs VT
+12.5%
-99.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.5% | -5.5% | -2.7% |
| 7D | -23.6% | -0.1% | -23.5% | -26.3% |
| 30D | -59.6% | -3.1% | -56.5% | -48.7% |
| 3M | -36.5% | -3.5% | -33.0% | -12.5% |
| 6M | -67.6% | +0.5% | -68.1% | -58.3% |
| YTD | -73.5% | +10.8% | -84.3% | -75.2% |
| 1Y | -87.0% | +11.9% | -98.9% | -88.3% |
| All | -87.0% | +12.5% | -99.5% | -88.3% |
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 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