-98.2%
SMCZ vs VT
+43.1%
-141.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | 0.0% | -9.4% | -9.5% |
| 7D | -13.8% | +0.4% | -14.2% | -11.5% |
| 30D | -54.2% | +1.0% | -55.2% | -50.0% |
| 3M | -52.8% | +2.4% | -55.2% | -35.7% |
| 6M | -91.7% | +12.0% | -103.7% | -78.4% |
| YTD | -95.3% | +15.3% | -110.6% | -85.4% |
| 1Y | -93.8% | +22.6% | -116.4% | -74.9% |
| All | -98.2% | +43.1% | -141.2% | -84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling