-98.8%
SMX vs VT
+13.3%
-112.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -41.9% | +1.1% | -43.0% | -46.2% |
| 7D | +238.5% | -0.7% | +239.2% | +232.0% |
| 30D | +10.4% | -1.7% | +12.1% | +13.5% |
| 3M | -74.3% | -2.3% | -72.0% | -74.5% |
| 6M | -88.0% | +1.5% | -89.5% | -89.6% |
| YTD | -99.9% | +12.0% | -111.9% | -99.9% |
| 1Y | -98.8% | +12.9% | -111.7% | -99.2% |
| All | -98.8% | +13.3% | -112.1% | -99.2% |
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