-4.6%
SMPL vs VT
+189.4%
-194.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +4.8% | +0.4% | +4.3% | +4.4% |
| 30D | +2.4% | +1.0% | +1.4% | +1.6% |
| 3M | -2.1% | +2.4% | -4.4% | -4.2% |
| 6M | -30.1% | +12.0% | -42.1% | -36.7% |
| YTD | -43.0% | +15.3% | -58.3% | -49.7% |
| 1Y | -59.9% | +22.6% | -82.5% | -66.6% |
| 3Y | -68.4% | +74.7% | -143.0% | -81.0% |
| 5Y | -67.8% | +66.1% | -133.9% | -79.8% |
| All | -4.6% | +189.4% | -194.0% | -59.9% |
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