-44.9%
SM price history and return analytics
+357.6%
-402.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.6% | -5.3% | -7.0% |
| 7D | -22.3% | +0.4% | -22.6% | -23.4% |
| 30D | -21.4% | -2.6% | -18.8% | -18.9% |
| 3M | +1.4% | -3.2% | +4.6% | +4.7% |
| 6M | +0.1% | +0.9% | -0.8% | -6.0% |
| YTD | +59.0% | +11.3% | +47.6% | +21.9% |
| 1Y | +64.3% | +14.0% | +50.3% | +20.6% |
| 3Y | -13.1% | +75.8% | -89.0% | -69.1% |
| 5Y | -13.9% | +57.8% | -71.7% | -62.9% |
| 10Y | +1.7% | +219.8% | -218.1% | -80.8% |
| All | -44.9% | +357.6% | -402.5% | -94.7% |
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 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