-85.6%
SMR vs VG
+47.2%
-132.8%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -7.7% | +3.2% | -4.8% |
| 7D | -9.5% | -16.4% | +6.9% | -10.2% |
| 30D | -33.2% | -10.8% | -22.4% | -33.4% |
| 3M | -45.9% | -6.3% | -39.6% | -46.0% |
| 6M | -57.9% | -12.5% | -45.4% | -57.6% |
| YTD | -63.8% | +76.9% | -140.7% | -74.7% |
| 1Y | -85.6% | +51.8% | -137.4% | -89.5% |
| All | -85.6% | +47.2% | -132.8% | -89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling