-67.8%
SMJF vs VT
+11.3%
-79.2%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.0% | +3.4% |
| 7D | -7.1% | -0.1% | -6.9% | -6.8% |
| 30D | -5.2% | -3.1% | -2.2% | -6.6% |
| 3M | -83.6% | -3.5% | -80.1% | -83.6% |
| 6M | -57.2% | +0.5% | -57.7% | -56.6% |
| YTD | -71.3% | +10.8% | -82.1% | -70.3% |
| All | -67.8% | +11.3% | -79.2% | -66.3% |
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 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