+302.6%
SMFG vs VT
+66.2%
+236.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +5.3% | +0.4% | +4.9% | +4.9% |
| 30D | +7.5% | +1.0% | +6.5% | +6.5% |
| 3M | +15.8% | +2.4% | +13.4% | +13.2% |
| 6M | +31.5% | +12.0% | +19.5% | +18.4% |
| YTD | +41.2% | +15.3% | +25.9% | +24.0% |
| 1Y | +64.3% | +22.6% | +41.7% | +36.7% |
| 3Y | +209.3% | +74.7% | +134.7% | +96.6% |
| All | +302.6% | +66.2% | +236.4% | +171.0% |
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