+15.8%
SMP vs VT
+224.5%
-208.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | 0.0% | +5.7% | +5.7% |
| 7D | +12.2% | +0.4% | +11.8% | +11.8% |
| 30D | +5.8% | +1.0% | +4.8% | +5.0% |
| 3M | +6.5% | +2.4% | +4.2% | +4.2% |
| 6M | +9.4% | +12.0% | -2.6% | -1.1% |
| YTD | +15.5% | +15.3% | +0.2% | +1.7% |
| 1Y | +7.3% | +22.6% | -15.3% | -10.5% |
| 3Y | +21.5% | +74.7% | -53.1% | -25.4% |
| 5Y | +13.8% | +66.1% | -52.3% | -27.4% |
| All | +15.8% | +224.5% | -208.7% | -59.6% |
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