-89.8%
SMCZ vs VT
+10.5%
-100.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.4% | +0.2% | -12.6% | -10.8% |
| 7D | +22.7% | -2.3% | +25.0% | +4.0% |
| 30D | +92.9% | -5.0% | +97.9% | +39.6% |
| 3M | -42.6% | -4.9% | -37.7% | -54.5% |
| 6M | -72.3% | -1.5% | -70.8% | -65.1% |
| YTD | -93.7% | +8.5% | -102.2% | -80.4% |
| 1Y | -89.8% | +11.4% | -101.2% | -62.4% |
| All | -89.8% | +10.5% | -100.3% | -62.4% |
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