-94.9%
SMCL vs VT
+28.1%
-123.0%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -4.1% | -13.2% | +5.4% |
| 7D | -39.8% | -4.2% | -35.6% | -24.0% |
| 30D | -64.4% | -5.8% | -58.6% | -48.9% |
| 3M | -35.1% | -5.2% | -29.9% | -5.0% |
| 6M | -52.5% | +0.1% | -52.6% | -34.3% |
| YTD | -74.7% | +8.2% | -82.9% | -69.5% |
| 1Y | -88.8% | +10.1% | -98.9% | -87.2% |
| All | -94.9% | +28.1% | -123.0% | -95.2% |
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