-88.9%
SMRT vs VT
+69.3%
-158.2%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.7% | +0.4% | -1.2% | -1.5% |
| 30D | +2.3% | +1.0% | +1.3% | +0.8% |
| 3M | +14.7% | +2.4% | +12.3% | +10.1% |
| 6M | -25.7% | +12.0% | -37.7% | -39.2% |
| YTD | -34.2% | +15.3% | -49.5% | -48.7% |
| 1Y | -6.3% | +22.6% | -28.9% | -34.5% |
| 3Y | -59.9% | +74.7% | -134.6% | -84.3% |
| 5Y | -90.5% | +66.1% | -156.7% | -95.6% |
| All | -88.9% | +69.3% | -158.2% | -95.0% |
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 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