+64.9%
SMOT vs VT
+98.2%
-33.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | +0.9% | -2.3% | +3.2% | +3.2% |
| 30D | +8.9% | -5.0% | +13.9% | +14.5% |
| 3M | +1.6% | -4.9% | +6.5% | +6.7% |
| 6M | +8.7% | -1.5% | +10.3% | +9.7% |
| YTD | +13.2% | +8.5% | +4.7% | +2.3% |
| 1Y | +18.2% | +11.4% | +6.8% | +3.7% |
| 3Y | +55.5% | +70.1% | -14.6% | -16.9% |
| All | +64.9% | +98.2% | -33.3% | -26.5% |
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