-95.2%
SMCL vs VT
+31.4%
-126.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | +0.4% |
| 7D | -15.2% | +2.4% | -17.5% | -25.0% |
| 30D | -48.9% | -1.5% | -47.4% | -42.8% |
| 3M | -61.7% | -4.1% | -57.6% | -47.8% |
| 6M | -63.8% | +0.6% | -64.3% | -52.8% |
| YTD | -75.9% | +11.0% | -86.9% | -74.6% |
| 1Y | -84.4% | +13.3% | -97.7% | -84.7% |
| All | -95.2% | +31.4% | -126.6% | -96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling