+256.9%
SMFG vs VT
+221.8%
+35.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.8% |
| 7D | +6.1% | +2.4% | +3.8% | +4.0% |
| 30D | 0.0% | -1.5% | +1.5% | +1.4% |
| 3M | -5.9% | -4.1% | -1.8% | -2.1% |
| 6M | +10.8% | +0.6% | +10.2% | +10.3% |
| YTD | +28.0% | +11.0% | +17.0% | +17.0% |
| 1Y | +49.3% | +13.3% | +36.0% | +34.1% |
| 3Y | +180.9% | +73.4% | +107.6% | +77.7% |
| 5Y | +270.1% | +57.4% | +212.6% | +152.2% |
| All | +256.9% | +221.8% | +35.1% | +20.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling