+16.0%
SMID vs VT
+53.4%
-37.4%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.8% |
| 7D | +16.0% | -2.3% | +18.3% | +18.5% |
| 30D | +15.6% | -5.0% | +20.6% | +21.6% |
| 3M | -7.0% | -4.9% | -2.2% | -2.4% |
| 6M | -24.5% | -1.5% | -23.0% | -24.0% |
| YTD | -28.2% | +8.5% | -36.6% | -35.0% |
| 1Y | -29.8% | +11.4% | -41.2% | -38.2% |
| 3Y | +27.4% | +70.1% | -42.7% | -21.7% |
| All | +16.0% | +53.4% | -37.4% | -15.3% |
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