-50.0%
SMCY vs VT
+40.5%
-90.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -6.1% |
| 7D | -4.6% | +0.4% | -5.0% | -5.6% |
| 30D | -29.3% | -2.6% | -26.7% | -24.6% |
| 3M | -7.7% | -3.2% | -4.4% | +0.5% |
| 6M | -21.3% | +0.9% | -22.2% | -19.7% |
| YTD | -11.7% | +11.3% | -23.1% | -23.6% |
| 1Y | -29.6% | +14.0% | -43.6% | -41.4% |
| All | -50.0% | +40.5% | -90.5% | -63.5% |
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