-2.8%
SMIN vs VT
+10.5%
-13.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | -0.1% |
| 7D | +3.7% | -2.3% | +6.0% | +5.5% |
| 30D | +2.2% | -5.0% | +7.1% | +6.3% |
| 3M | -3.2% | -4.9% | +1.6% | +0.5% |
| 6M | +1.2% | -1.5% | +2.8% | +2.0% |
| YTD | -1.0% | +8.5% | -9.5% | -8.2% |
| 1Y | -2.8% | +11.4% | -14.2% | -10.6% |
| All | -2.8% | +10.5% | -13.3% | -10.6% |
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 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