-96.0%
SMXT vs VT
+48.3%
-144.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | 0.0% |
| 7D | -19.5% | -2.3% | -17.2% | -17.6% |
| 30D | -13.4% | -5.0% | -8.5% | -9.2% |
| 3M | -17.7% | -4.9% | -12.9% | -13.8% |
| 6M | -49.2% | -1.5% | -47.6% | -48.7% |
| YTD | -61.4% | +8.5% | -69.9% | -64.7% |
| 1Y | -66.9% | +11.4% | -78.3% | -70.5% |
| All | -96.0% | +48.3% | -144.3% | -98.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling