-86.3%
SMCL vs VT
+10.5%
-96.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +0.2% | +12.1% | +10.7% |
| 7D | -26.0% | -2.3% | -23.7% | -14.7% |
| 30D | -62.5% | -5.0% | -57.6% | -44.4% |
| 3M | -22.3% | -4.9% | -17.4% | +20.9% |
| 6M | -64.0% | -1.5% | -62.5% | -45.1% |
| YTD | -71.6% | +8.5% | -80.1% | -68.3% |
| 1Y | -86.3% | +11.4% | -97.6% | -86.4% |
| All | -86.3% | +10.5% | -96.8% | -86.4% |
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