-85.6%
SMR vs VTEB
+0.4%
-86.0%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.4% | -4.9% | -6.5% |
| 7D | -9.5% | +0.9% | -10.4% | -13.6% |
| 30D | -33.2% | +3.7% | -36.9% | -45.1% |
| 3M | -45.9% | -0.8% | -45.1% | -37.5% |
| 6M | -57.9% | -0.9% | -57.0% | -50.1% |
| YTD | -63.8% | -0.1% | -63.7% | -59.1% |
| 1Y | -85.6% | +0.2% | -85.9% | -83.5% |
| All | -85.6% | +0.4% | -86.0% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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