+55.8%
SMR vs VCIT
+19.7%
+36.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.2% | -0.1% | +16.4% | +16.7% |
| 7D | -9.6% | +0.1% | -9.7% | -10.1% |
| 30D | -33.8% | +1.9% | -35.7% | -38.1% |
| 3M | -46.4% | -1.4% | -44.9% | -43.4% |
| 6M | -62.4% | -2.1% | -60.3% | -59.2% |
| YTD | -64.1% | -1.6% | -62.5% | -61.3% |
| 1Y | -84.3% | -0.9% | -83.4% | -83.4% |
| 3Y | +55.8% | +20.0% | +35.9% | -14.8% |
| All | +55.8% | +19.7% | +36.1% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 3y: compounded portfolio wealth divided by compounded VCIT 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…
3y analysis · Full analysis span regression · 6 months rolling