-96.9%
SMCX vs VT
+44.1%
-141.0%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | 0.0% | +9.0% | +9.0% |
| 7D | +13.1% | +0.4% | +12.6% | +10.5% |
| 30D | +57.6% | +1.0% | +56.7% | +53.1% |
| 3M | -55.3% | +2.4% | -57.6% | -52.5% |
| 6M | -46.0% | +12.0% | -58.0% | -52.5% |
| YTD | -41.2% | +15.3% | -56.6% | -52.7% |
| 1Y | -75.8% | +22.6% | -98.4% | -84.2% |
| All | -96.9% | +44.1% | -141.0% | -98.3% |
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