-94.8%
SMSI vs VT
+69.7%
-164.5%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -2.0% |
| 7D | -0.9% | -2.3% | +1.4% | +1.8% |
| 30D | -13.5% | -5.0% | -8.5% | -8.0% |
| 3M | -19.6% | -4.9% | -14.8% | -14.7% |
| 6M | -48.3% | -1.5% | -46.7% | -47.3% |
| YTD | -16.7% | +8.5% | -25.2% | -24.8% |
| 1Y | -22.4% | +11.4% | -33.8% | -32.4% |
| 3Y | -94.8% | +70.1% | -164.9% | -98.3% |
| All | -94.8% | +69.7% | -164.5% | -98.3% |
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