-70.5%
SMPL vs VT
+53.4%
-123.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | +7.1% | -2.3% | +9.4% | +9.0% |
| 30D | +21.8% | -5.0% | +26.8% | +26.0% |
| 3M | +7.9% | -4.9% | +12.8% | +11.5% |
| 6M | -4.6% | -1.5% | -3.1% | -4.0% |
| YTD | -40.0% | +8.5% | -48.5% | -43.9% |
| 1Y | -40.0% | +11.4% | -51.4% | -45.2% |
| 3Y | -67.5% | +70.1% | -137.6% | -79.6% |
| All | -70.5% | +53.4% | -123.9% | -78.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling