-99.1%
SMSI vs VT
+59.8%
-158.8%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.1% | +3.8% | +3.4% |
| 7D | 0.0% | -0.7% | +0.7% | +0.8% |
| 30D | -9.7% | -1.7% | -8.0% | -7.7% |
| 3M | -21.9% | -2.3% | -19.6% | -19.6% |
| 6M | -46.7% | +1.5% | -48.2% | -47.7% |
| YTD | -14.1% | +12.0% | -26.1% | -26.9% |
| 1Y | -28.6% | +12.9% | -41.5% | -40.0% |
| 3Y | -93.3% | +74.9% | -168.3% | -97.0% |
| 5Y | -99.1% | +59.9% | -159.0% | -99.5% |
| All | -99.1% | +59.8% | -158.8% | -99.5% |
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 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