-98.1%
SMX vs VT
+12.5%
-110.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +105.9% | -0.5% | +106.4% | +107.8% |
| 7D | +299.5% | -0.1% | +299.7% | +283.1% |
| 30D | +81.3% | -3.1% | +84.4% | +103.2% |
| 3M | -56.5% | -3.5% | -53.0% | -53.2% |
| 6M | -86.5% | +0.5% | -86.9% | -87.4% |
| YTD | -99.8% | +10.8% | -110.6% | -99.9% |
| 1Y | -98.1% | +11.9% | -110.0% | -98.6% |
| All | -98.1% | +12.5% | -110.6% | -98.6% |
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