+230.9%
SMIN vs VT
+341.7%
-110.8%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | -0.1% |
| 7D | +3.7% | -2.3% | +6.0% | +5.6% |
| 30D | +2.2% | -5.0% | +7.1% | +6.4% |
| 3M | -3.2% | -4.9% | +1.6% | +0.7% |
| 6M | +1.2% | -1.5% | +2.8% | +2.3% |
| YTD | -1.0% | +8.5% | -9.5% | -7.6% |
| 1Y | -2.8% | +11.4% | -14.2% | -11.3% |
| 3Y | +18.9% | +70.1% | -51.1% | -24.9% |
| 5Y | +22.9% | +53.7% | -30.8% | -16.1% |
| 10Y | +129.3% | +220.0% | -90.7% | -20.6% |
| All | +230.9% | +341.7% | -110.8% | -9.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling