+178.1%
SMMT vs VT
+65.7%
+112.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +2.3% |
| 7D | -0.3% | -1.1% | +0.8% | +0.9% |
| 30D | +16.2% | -1.0% | +17.2% | +17.7% |
| 3M | +34.2% | +3.2% | +31.0% | +30.1% |
| 6M | +9.1% | +12.5% | -3.3% | -3.5% |
| YTD | +0.3% | +14.1% | -13.7% | -12.2% |
| 1Y | -5.6% | +18.9% | -24.6% | -20.5% |
| 3Y | +976.7% | +74.1% | +902.6% | +600.7% |
| All | +178.1% | +65.7% | +112.4% | +115.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling