+13.7%
SMRT vs VT
+13.0%
+0.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | +1.0% |
| 7D | +20.3% | +0.4% | +19.9% | +19.7% |
| 30D | +41.9% | -2.6% | +44.5% | +46.7% |
| 3M | +16.9% | -3.2% | +20.1% | +22.1% |
| 6M | +48.2% | +0.9% | +47.3% | +46.9% |
| YTD | -17.8% | +11.3% | -29.1% | -27.8% |
| All | +13.7% | +13.0% | +0.7% | -1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling