+44.2%
SMCO vs VT
+66.8%
-22.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +0.4% |
| 7D | +0.6% | +0.4% | +0.2% | +0.2% |
| 30D | +1.4% | -2.6% | +4.0% | +4.1% |
| 3M | -6.5% | -3.2% | -3.3% | -3.5% |
| 6M | -3.3% | +0.9% | -4.3% | -4.6% |
| YTD | +6.6% | +11.3% | -4.7% | -5.3% |
| 1Y | +8.2% | +14.0% | -5.8% | -6.4% |
| All | +44.2% | +66.8% | -22.7% | -18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling