-89.6%
SMX vs VT
+13.3%
-102.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.4% |
| 7D | -3.9% | -1.6% | -2.3% | +3.3% |
| 30D | -55.0% | -2.5% | -52.5% | -48.0% |
| 3M | -89.6% | -1.3% | -88.3% | -89.4% |
| 6M | -52.7% | +3.1% | -55.8% | -57.9% |
| YTD | -99.1% | +10.9% | -110.0% | -99.5% |
| All | -89.6% | +13.3% | -102.8% | -92.5% |
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