-87.2%
SMCX vs VT
+10.5%
-97.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.2% | +12.4% | +11.0% |
| 7D | -26.1% | -2.3% | -23.8% | -14.8% |
| 30D | -62.8% | -5.0% | -57.8% | -44.9% |
| 3M | -23.9% | -4.9% | -19.0% | +18.1% |
| 6M | -65.6% | -1.5% | -64.1% | -47.8% |
| YTD | -73.4% | +8.5% | -81.9% | -70.4% |
| 1Y | -87.2% | +11.4% | -98.5% | -87.4% |
| All | -87.2% | +10.5% | -97.7% | -87.4% |
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