+601.0%
SMTI vs VT
+221.4%
+379.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.3% |
| 7D | +0.7% | +1.0% | -0.3% | 0.0% |
| 30D | +2.8% | -0.2% | +3.0% | +2.9% |
| 3M | +58.7% | +4.5% | +54.1% | +53.0% |
| 6M | +85.7% | +14.1% | +71.7% | +67.2% |
| YTD | +50.1% | +14.8% | +35.3% | +34.4% |
| 1Y | -2.0% | +21.2% | -23.2% | -15.7% |
| 3Y | -1.7% | +76.6% | -78.3% | -32.9% |
| 5Y | +1.9% | +66.6% | -64.7% | -29.2% |
| 10Y | +601.0% | +222.3% | +378.7% | +345.4% |
| All | +601.0% | +221.4% | +379.6% | +345.4% |
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