+10.7%
SMPL vs VT
+183.1%
-172.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +4.9% | +5.2% |
| 7D | +22.6% | -0.3% | +22.9% | +22.9% |
| 30D | +33.7% | -1.4% | +35.1% | +35.1% |
| 3M | +17.3% | -1.4% | +18.7% | +18.4% |
| 6M | +2.5% | +5.5% | -2.9% | -2.5% |
| YTD | -33.8% | +12.8% | -46.6% | -40.7% |
| 1Y | -34.2% | +15.4% | -49.6% | -42.3% |
| 3Y | -64.6% | +76.9% | -141.5% | -79.1% |
| 5Y | -66.4% | +60.4% | -126.8% | -78.3% |
| All | +10.7% | +183.1% | -172.4% | -52.7% |
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