-99.5%
SMTK vs VT
+52.0%
-151.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -32.0% | +0.4% | -32.4% | -32.1% |
| 30D | -72.3% | +1.0% | -73.3% | -72.5% |
| 3M | -85.4% | +2.4% | -87.8% | -85.7% |
| 6M | -85.0% | +12.0% | -97.0% | -86.0% |
| YTD | -95.6% | +15.3% | -110.9% | -95.9% |
| 1Y | -97.0% | +22.6% | -119.6% | -97.2% |
| All | -99.5% | +52.0% | -151.5% | -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 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