+19.9%
SMMT vs VT
+221.8%
-201.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.3% | -5.8% | -5.9% |
| 7D | -13.3% | +2.4% | -15.7% | -14.9% |
| 30D | -6.5% | -1.5% | -5.0% | -4.8% |
| 3M | +1.1% | -4.1% | +5.2% | +5.3% |
| 6M | -24.7% | +0.6% | -25.2% | -24.4% |
| YTD | -19.1% | +11.0% | -30.1% | -24.6% |
| 1Y | -22.5% | +13.3% | -35.9% | -28.8% |
| 3Y | +669.0% | +73.4% | +595.6% | +450.6% |
| 5Y | +162.0% | +57.4% | +104.6% | +101.6% |
| All | +19.9% | +221.8% | -201.8% | -31.9% |
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