-88.1%
SMRT vs VT
+53.2%
-141.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +6.3% |
| 7D | +17.5% | -4.2% | +21.7% | +26.3% |
| 30D | +34.2% | -5.8% | +40.0% | +48.6% |
| 3M | +23.8% | -5.2% | +29.1% | +36.0% |
| 6M | +12.6% | +0.1% | +12.5% | +11.3% |
| YTD | -20.3% | +8.2% | -28.5% | -31.0% |
| 1Y | +15.0% | +10.1% | +4.9% | -3.5% |
| 3Y | -39.5% | +69.7% | -109.1% | -75.3% |
| 5Y | -88.1% | +53.4% | -141.5% | -94.2% |
| All | -88.1% | +53.2% | -141.3% | -94.2% |
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