-95.9%
SMSI vs VT
+223.7%
-319.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -1.8% |
| 7D | -1.3% | +0.4% | -1.7% | -2.0% |
| 30D | -12.6% | -2.6% | -10.0% | -10.0% |
| 3M | -21.4% | -3.2% | -18.1% | -18.4% |
| 6M | -46.4% | +0.9% | -47.3% | -46.9% |
| YTD | -15.6% | +11.3% | -26.9% | -26.1% |
| 1Y | -28.8% | +14.0% | -42.8% | -39.4% |
| 3Y | -92.4% | +75.8% | -168.2% | -96.2% |
| 5Y | -99.0% | +57.8% | -156.9% | -99.4% |
| 10Y | -95.9% | +219.8% | -315.7% | -98.8% |
| All | -95.9% | +223.7% | -319.6% | -98.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling