+533.2%
SMTI vs VT
+217.6%
+315.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.0% |
| 7D | -1.6% | -0.1% | -1.4% | -1.5% |
| 30D | -9.7% | -3.1% | -6.7% | -7.6% |
| 3M | -7.6% | -3.5% | -4.1% | -5.2% |
| 6M | +72.1% | +0.5% | +71.6% | +70.3% |
| YTD | +35.6% | +10.8% | +24.8% | +24.2% |
| 1Y | +12.4% | +11.9% | +0.5% | +2.1% |
| 3Y | +10.3% | +73.0% | -62.7% | -24.2% |
| 5Y | -8.0% | +58.6% | -66.6% | -34.6% |
| 10Y | +533.2% | +219.2% | +314.0% | +193.6% |
| All | +533.2% | +217.6% | +315.6% | +193.6% |
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