+45.7%
SMID vs VT
+66.2%
-20.5%
-72.4%
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 | +3.7% | +0.4% | +3.3% | +3.2% |
| 30D | -6.7% | +1.0% | -7.7% | -7.7% |
| 3M | -15.6% | +2.4% | -17.9% | -18.1% |
| 6M | -30.8% | +12.0% | -42.8% | -39.2% |
| YTD | -28.4% | +15.3% | -43.7% | -39.2% |
| 1Y | -37.1% | +22.6% | -59.6% | -50.1% |
| 3Y | +36.4% | +74.7% | -38.2% | -20.4% |
| All | +45.7% | +66.2% | -20.5% | -2.1% |
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 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