-46.9%
SMRT vs VT
+74.4%
-121.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.2% |
| 7D | +17.5% | -0.1% | +17.7% | +17.9% |
| 30D | +37.6% | -3.1% | +40.7% | +45.0% |
| 3M | +18.4% | -3.5% | +21.9% | +25.8% |
| 6M | +43.8% | +0.5% | +43.3% | +42.7% |
| YTD | -20.3% | +10.8% | -31.1% | -33.6% |
| 1Y | +10.3% | +11.9% | -1.6% | -9.8% |
| 3Y | -46.9% | +73.0% | -119.8% | -82.6% |
| All | -46.9% | +74.4% | -121.3% | -82.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling