-98.8%
SMCX vs VT
+39.1%
-137.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.8% | -0.6% | -22.2% | -19.5% |
| 7D | -3.9% | +2.9% | -6.8% | -17.0% |
| 30D | -57.6% | -2.5% | -55.0% | -49.4% |
| 3M | -58.8% | -3.3% | -55.5% | -46.5% |
| 6M | -66.9% | +1.5% | -68.4% | -59.1% |
| YTD | -77.3% | +11.4% | -88.7% | -76.5% |
| 1Y | -87.5% | +11.9% | -99.4% | -87.0% |
| All | -98.8% | +39.1% | -137.9% | -99.2% |
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 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