-96.1%
SMXT vs VT
+47.9%
-144.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.1% | -3.8% | -4.0% |
| 7D | -22.0% | -4.2% | -17.8% | -18.7% |
| 30D | +10.8% | -5.8% | +16.6% | +17.1% |
| 3M | -18.8% | -5.2% | -13.6% | -14.6% |
| 6M | -48.1% | +0.1% | -48.3% | -48.7% |
| YTD | -61.5% | +8.2% | -69.8% | -64.7% |
| 1Y | -66.5% | +10.1% | -76.6% | -69.8% |
| All | -96.1% | +47.9% | -144.0% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling