+72.8%
SMMT vs VT
+231.5%
-158.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +28.2% | +0.4% | +27.8% | +27.9% |
| 30D | +30.1% | +1.0% | +29.1% | +29.3% |
| 3M | +18.6% | +2.4% | +16.3% | +16.8% |
| 6M | +14.5% | +12.0% | +2.5% | +5.6% |
| YTD | +0.7% | +15.3% | -14.7% | -8.8% |
| 1Y | -26.0% | +22.6% | -48.6% | -35.7% |
| 3Y | +980.1% | +74.7% | +905.4% | +677.9% |
| 5Y | +139.2% | +66.1% | +73.1% | +79.0% |
| 10Y | +164.7% | +225.0% | -60.3% | +43.9% |
| All | +72.8% | +231.5% | -158.7% | -10.3% |
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