-79.9%
SMR vs VG
+63.8%
-143.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.4% |
| 7D | -8.3% | +14.0% | -22.2% | -7.9% |
| 30D | -20.1% | -1.0% | -19.1% | -20.0% |
| 3M | -52.7% | -2.7% | -50.0% | -52.7% |
| 6M | -61.0% | +1.5% | -62.5% | -61.0% |
| YTD | -67.1% | +93.7% | -160.8% | -78.6% |
| 1Y | -79.9% | +68.5% | -148.4% | -85.0% |
| All | -79.9% | +63.8% | -143.6% | -85.0% |
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