-97.5%
SMCZ vs VT
+34.6%
-132.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.4% | +0.2% | -12.6% | -11.2% |
| 7D | +22.7% | -2.3% | +25.0% | +8.9% |
| 30D | +92.9% | -5.0% | +97.9% | +53.2% |
| 3M | -42.6% | -4.9% | -37.7% | -50.8% |
| 6M | -72.3% | -1.5% | -70.8% | -66.0% |
| YTD | -93.7% | +8.5% | -102.2% | -84.9% |
| 1Y | -89.8% | +11.4% | -101.2% | -72.3% |
| All | -97.5% | +34.6% | -132.1% | -84.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling