-71.4%
SMR vs VG
+12.5%
-83.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | +4.4% | +1.7% | +2.7% | +4.5% |
| 30D | +3.4% | +16.0% | -12.6% | +4.3% |
| 3M | -19.2% | +9.7% | -28.9% | -18.4% |
| 6M | -22.6% | +29.6% | -52.2% | -26.7% |
| YTD | -31.5% | +112.0% | -143.6% | -40.7% |
| All | -71.4% | +12.5% | -83.9% | -76.9% |
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