-99.9%
SMUP vs VT
+13.3%
-113.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -8.5% |
| 7D | -2.0% | -0.7% | -1.3% | +8.8% |
| 30D | -45.8% | -1.7% | -44.0% | -34.7% |
| 3M | -78.8% | -2.3% | -76.5% | -73.0% |
| 6M | -90.9% | +1.5% | -92.4% | -89.7% |
| YTD | -99.5% | +12.0% | -111.5% | -99.8% |
| 1Y | -99.9% | +12.9% | -112.7% | -100.0% |
| All | -99.9% | +13.3% | -113.1% | -100.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling