-98.6%
SMCX vs VT
+35.5%
-134.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.2% | +12.4% | +11.4% |
| 7D | -26.1% | -2.3% | -23.8% | -16.6% |
| 30D | -62.8% | -5.0% | -57.8% | -49.3% |
| 3M | -23.9% | -4.9% | -19.0% | +8.3% |
| 6M | -65.6% | -1.5% | -64.1% | -50.1% |
| YTD | -73.4% | +8.5% | -81.9% | -68.4% |
| 1Y | -87.2% | +11.4% | -98.5% | -86.1% |
| All | -98.6% | +35.5% | -134.1% | -98.9% |
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