+19.5%
SMG vs VT
+12.5%
+7.0%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.5% |
| 7D | +5.4% | -0.1% | +5.5% | +5.4% |
| 30D | +30.6% | -3.1% | +33.7% | +33.6% |
| 3M | +5.7% | -3.5% | +9.2% | +8.5% |
| 6M | +9.0% | +0.5% | +8.5% | +7.2% |
| YTD | +15.2% | +10.8% | +4.4% | +1.8% |
| 1Y | +19.5% | +11.9% | +7.6% | +4.2% |
| All | +19.5% | +12.5% | +7.0% | +4.2% |
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