-69.0%
SMJF vs VT
+11.9%
-80.8%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | +1.0% |
| 7D | -11.4% | +0.4% | -11.8% | -11.0% |
| 30D | -8.5% | -2.6% | -5.9% | -9.6% |
| 3M | -83.2% | -3.2% | -80.0% | -83.2% |
| 6M | -58.7% | +0.9% | -59.6% | -58.1% |
| YTD | -72.3% | +11.3% | -83.6% | -71.3% |
| All | -69.0% | +11.9% | -80.8% | -67.4% |
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