+71.5%
SMHI vs VT
+57.0%
+14.5%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -3.8% |
| 7D | -4.3% | +2.4% | -6.7% | -6.6% |
| 30D | +1.6% | -1.5% | +3.1% | +3.2% |
| 3M | -13.3% | -4.1% | -9.1% | -9.2% |
| 6M | +15.1% | +0.6% | +14.6% | +14.2% |
| YTD | +39.0% | +11.0% | +28.0% | +23.1% |
| 1Y | +10.6% | +13.3% | -2.8% | -4.4% |
| 3Y | -30.3% | +73.4% | -103.7% | -58.9% |
| All | +71.5% | +57.0% | +14.5% | +6.6% |
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