-64.5%
SMXT vs VT
+13.3%
-77.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.0% |
| 7D | +7.7% | -0.7% | +8.4% | +8.4% |
| 30D | -8.5% | -1.7% | -6.7% | -7.1% |
| 3M | +4.9% | -2.3% | +7.2% | +6.8% |
| 6M | -34.1% | +1.5% | -35.6% | -35.5% |
| YTD | -55.0% | +12.0% | -67.1% | -60.3% |
| 1Y | -64.5% | +12.9% | -77.4% | -68.9% |
| All | -64.5% | +13.3% | -77.8% | -68.9% |
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