+4.7%
SMPL vs VT
+178.6%
-173.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | +4.3% | +2.4% | +2.0% | +2.4% |
| 30D | +17.3% | -1.5% | +18.8% | +18.7% |
| 3M | +12.4% | -4.1% | +16.6% | +16.2% |
| 6M | +12.2% | +0.6% | +11.7% | +11.2% |
| YTD | -37.4% | +11.0% | -48.4% | -43.1% |
| 1Y | -35.8% | +13.3% | -49.1% | -42.8% |
| 3Y | -67.2% | +73.4% | -140.5% | -80.2% |
| 5Y | -68.2% | +57.4% | -125.6% | -79.1% |
| All | +4.7% | +178.6% | -173.9% | -54.6% |
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