+60.3%
SMMT vs VT
+211.8%
-151.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.1% | +0.2% | +14.8% | +14.9% |
| 7D | +1.9% | -2.3% | +4.2% | +4.1% |
| 30D | -9.0% | -5.0% | -4.1% | -5.0% |
| 3M | +20.6% | -4.9% | +25.5% | +26.0% |
| 6M | -8.5% | -1.5% | -7.0% | -6.7% |
| YTD | -6.6% | +8.5% | -15.1% | -11.1% |
| 1Y | -11.5% | +11.4% | -22.9% | -17.1% |
| 3Y | +649.1% | +70.1% | +579.0% | +456.9% |
| 5Y | +189.5% | +53.7% | +135.8% | +130.0% |
| 10Y | +36.1% | +220.0% | -183.9% | -23.5% |
| All | +60.3% | +211.8% | -151.5% | -12.5% |
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 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