-80.9%
SMR vs VG
+32.8%
-113.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.3% | +4.7% | +7.1% |
| 7D | +1.7% | -8.3% | +10.0% | +1.5% |
| 30D | -24.4% | -10.3% | -14.1% | -24.5% |
| 3M | -44.6% | -10.8% | -33.8% | -44.7% |
| 6M | -56.7% | +3.5% | -60.1% | -57.6% |
| YTD | -61.6% | +74.0% | -135.6% | -74.7% |
| All | -80.9% | +32.8% | -113.6% | -85.5% |
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