-93.6%
SMSI vs VT
+74.4%
-168.1%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.5% |
| 7D | -5.2% | -0.1% | -5.0% | -5.2% |
| 30D | -15.3% | -3.1% | -12.3% | -12.3% |
| 3M | -23.0% | -3.5% | -19.5% | -19.9% |
| 6M | -48.0% | +0.5% | -48.5% | -48.3% |
| YTD | -18.1% | +10.8% | -28.9% | -27.4% |
| 1Y | -32.0% | +11.9% | -43.9% | -40.5% |
| 3Y | -93.6% | +73.0% | -166.6% | -96.5% |
| All | -93.6% | +74.4% | -168.1% | -96.5% |
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