-99.5%
SMTK vs VT
+51.3%
-150.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.1% |
| 7D | -16.3% | +1.0% | -17.3% | -16.7% |
| 30D | -69.4% | -0.2% | -69.1% | -69.4% |
| 3M | -94.4% | +4.5% | -98.9% | -94.6% |
| 6M | -82.5% | +14.1% | -96.6% | -83.8% |
| YTD | -95.6% | +14.8% | -110.3% | -95.9% |
| 1Y | -96.7% | +21.2% | -117.9% | -96.9% |
| All | -99.5% | +51.3% | -150.7% | -99.3% |
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