+708.7%
SMTI vs VT
+221.8%
+487.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | +2.5% | +2.4% | +0.2% | +0.7% |
| 30D | -7.9% | -1.5% | -6.4% | -6.9% |
| 3M | -5.3% | -4.1% | -1.2% | -2.5% |
| 6M | +53.3% | +0.6% | +52.8% | +51.7% |
| YTD | +38.5% | +11.0% | +27.5% | +26.7% |
| 1Y | +65.0% | +13.3% | +51.6% | +48.4% |
| 3Y | +13.2% | +73.4% | -60.2% | -22.1% |
| 5Y | -2.9% | +57.4% | -60.3% | -30.8% |
| All | +708.7% | +221.8% | +487.0% | +385.5% |
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 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