-90.4%
SMCZ vs VT
+11.9%
-102.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.4% | -0.6% | +23.0% | +18.1% |
| 7D | -7.4% | +2.9% | -10.3% | +13.9% |
| 30D | +60.2% | -2.5% | +62.7% | +38.6% |
| 3M | +16.0% | -3.3% | +19.3% | +0.1% |
| 6M | -72.9% | +1.5% | -74.4% | -57.7% |
| YTD | -93.3% | +11.4% | -104.7% | -74.6% |
| 1Y | -90.4% | +11.9% | -102.3% | -61.1% |
| All | -90.4% | +11.9% | -102.2% | -61.1% |
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