+91.6%
SMRI vs VT
+65.4%
+26.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.6% |
| 7D | -1.5% | -2.3% | +0.9% | +0.3% |
| 30D | +2.4% | -5.0% | +7.4% | +6.4% |
| 3M | +4.5% | -4.9% | +9.4% | +8.5% |
| 6M | +20.8% | -1.5% | +22.4% | +21.7% |
| YTD | +30.3% | +8.5% | +21.8% | +20.5% |
| 1Y | +36.1% | +11.4% | +24.7% | +22.9% |
| 3Y | +97.2% | +70.1% | +27.1% | +25.4% |
| All | +91.6% | +65.4% | +26.2% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling