-95.7%
SMXT vs VT
+54.2%
-149.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.7% | -7.5% | -7.4% |
| 7D | -5.8% | -0.3% | -5.5% | -5.6% |
| 30D | +73.6% | -1.4% | +75.1% | +75.5% |
| 3M | -5.3% | -1.4% | -3.9% | -4.3% |
| 6M | -40.7% | +5.5% | -46.1% | -44.2% |
| YTD | -58.2% | +12.8% | -71.1% | -63.3% |
| 1Y | -63.3% | +15.4% | -78.8% | -68.5% |
| All | -95.7% | +54.2% | -149.9% | -97.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling