-93.8%
SMCZ vs VT
+23.3%
-117.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | 0.0% | -9.4% | -9.5% |
| 7D | -13.8% | +0.4% | -14.2% | -10.8% |
| 30D | -54.2% | +1.0% | -55.2% | -48.7% |
| 3M | -52.8% | +2.4% | -55.2% | -30.8% |
| 6M | -91.7% | +12.0% | -103.7% | -71.5% |
| YTD | -95.3% | +15.3% | -110.6% | -79.4% |
| 1Y | -93.8% | +22.6% | -116.4% | -64.6% |
| All | -93.8% | +23.3% | -117.2% | -64.6% |
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