-81.8%
SMR vs VG
-51.4%
-30.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.2% | +0.1% | +16.2% | +16.2% |
| 7D | -9.6% | -22.0% | +12.4% | -6.1% |
| 30D | -33.8% | -11.6% | -22.1% | -32.5% |
| 3M | -46.4% | -14.9% | -31.5% | -45.5% |
| 6M | -62.4% | -3.5% | -58.9% | -63.8% |
| YTD | -64.1% | +70.0% | -134.1% | -73.4% |
| 1Y | -84.3% | +50.0% | -134.3% | -87.9% |
| All | -81.8% | -51.4% | -30.5% | -77.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling