+154.7%
SMMD vs VT
+179.3%
-24.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | +0.2% |
| 7D | +1.1% | +0.4% | +0.7% | +0.7% |
| 30D | +1.7% | -2.6% | +4.3% | +4.6% |
| 3M | -4.9% | -3.2% | -1.7% | -1.4% |
| 6M | +1.7% | +0.9% | +0.8% | +0.5% |
| YTD | +18.0% | +11.3% | +6.7% | +4.5% |
| 1Y | +21.1% | +14.0% | +7.1% | +4.5% |
| 3Y | +75.2% | +75.8% | -0.6% | -5.8% |
| 5Y | +34.6% | +57.8% | -23.3% | -18.1% |
| All | +154.7% | +179.3% | -24.6% | -8.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling