+696.2%
SMP vs VT
+363.9%
+332.3%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +0.7% |
| 7D | +21.4% | -0.3% | +21.7% | +21.5% |
| 30D | +22.9% | -1.4% | +24.3% | +24.5% |
| 3M | +12.8% | -1.4% | +14.2% | +14.2% |
| 6M | +25.3% | +5.5% | +19.8% | +17.5% |
| YTD | +27.9% | +12.8% | +15.0% | +11.1% |
| 1Y | +26.2% | +15.4% | +10.8% | +7.0% |
| 3Y | +42.1% | +76.9% | -34.8% | -24.8% |
| 5Y | +7.2% | +60.4% | -53.2% | -37.9% |
| 10Y | +22.7% | +232.8% | -210.1% | -70.5% |
| All | +696.2% | +363.9% | +332.3% | +16.5% |
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