-95.4%
SMXT vs VT
+51.4%
-146.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.5% | +9.9% | +9.8% |
| 7D | +1.4% | -0.1% | +1.5% | +1.6% |
| 30D | +4.0% | -3.1% | +7.1% | +7.1% |
| 3M | -0.2% | -3.5% | +3.3% | +3.2% |
| 6M | -37.7% | +0.5% | -38.2% | -38.4% |
| YTD | -55.0% | +10.8% | -65.8% | -59.7% |
| 1Y | -64.2% | +11.9% | -76.1% | -68.2% |
| All | -95.4% | +51.4% | -146.8% | -97.7% |
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