+98.6%
SMRI vs VT
+75.9%
+22.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.3% | +0.4% | -0.8% | -0.7% |
| 30D | +8.4% | +1.0% | +7.4% | +7.6% |
| 3M | +13.3% | +2.4% | +10.9% | +11.0% |
| 6M | +33.6% | +12.0% | +21.6% | +21.2% |
| YTD | +35.1% | +15.3% | +19.7% | +19.3% |
| 1Y | +43.8% | +22.6% | +21.2% | +20.2% |
| All | +98.6% | +75.9% | +22.8% | +23.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling