-80.4%
SMR vs VG
+51.8%
-132.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.5% | -5.3% | +0.3% |
| 7D | +1.9% | +5.5% | -3.6% | +2.1% |
| 30D | -21.9% | -3.6% | -18.4% | -21.9% |
| 3M | -47.1% | -4.0% | -43.1% | -47.1% |
| 6M | -60.6% | +9.4% | -70.0% | -61.2% |
| YTD | -63.1% | +86.6% | -149.7% | -75.7% |
| 1Y | -80.4% | +69.5% | -149.9% | -86.3% |
| All | -80.4% | +51.8% | -132.2% | -86.3% |
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