-53.1%
SMHI vs VT
+181.7%
-234.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | +0.7% |
| 7D | -0.8% | -2.0% | +1.2% | +1.8% |
| 30D | -0.8% | -1.4% | +0.6% | +1.0% |
| 3M | +31.4% | +4.7% | +26.7% | +23.6% |
| 6M | +27.1% | +11.4% | +15.8% | +9.4% |
| YTD | +60.5% | +13.1% | +47.4% | +35.7% |
| 1Y | +52.1% | +19.0% | +33.1% | +19.9% |
| 3Y | -28.4% | +73.9% | -102.4% | -64.4% |
| 5Y | +124.7% | +65.4% | +59.3% | +18.0% |
| All | -53.1% | +181.7% | -234.8% | -85.1% |
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