+4.6%
SMPL vs VT
+171.6%
-167.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | -2.3% |
| 7D | +17.7% | -4.2% | +21.9% | +21.9% |
| 30D | +26.0% | -5.8% | +31.8% | +32.1% |
| 3M | +12.3% | -5.2% | +17.5% | +17.1% |
| 6M | -1.8% | +0.1% | -1.9% | -2.6% |
| YTD | -37.5% | +8.2% | -45.7% | -42.1% |
| 1Y | -39.0% | +10.1% | -49.1% | -44.5% |
| 3Y | -66.6% | +69.7% | -136.2% | -79.6% |
| 5Y | -69.4% | +53.4% | -122.8% | -79.5% |
| All | +4.6% | +171.6% | -167.0% | -53.8% |
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