-99.8%
SMSI vs VT
+345.0%
-444.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | +3.2% |
| 7D | -2.6% | -4.2% | +1.6% | +2.0% |
| 30D | -12.3% | -5.8% | -6.5% | -6.4% |
| 3M | -19.9% | -5.2% | -14.7% | -15.2% |
| 6M | -48.5% | +0.1% | -48.7% | -48.5% |
| YTD | -15.2% | +8.2% | -23.4% | -22.4% |
| 1Y | -30.6% | +10.1% | -40.7% | -37.6% |
| 3Y | -94.8% | +69.7% | -164.5% | -97.1% |
| 5Y | -99.1% | +53.4% | -152.4% | -99.4% |
| 10Y | -95.9% | +219.2% | -315.1% | -98.8% |
| All | -99.8% | +345.0% | -444.8% | -100.0% |
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