+31.3%
SMA price history and return analytics
+38.1%
-6.8%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +2.4% | +2.4% | +0.1% | +1.5% |
| 30D | +22.8% | -1.5% | +24.3% | +23.3% |
| 3M | +17.9% | -4.1% | +22.0% | +19.7% |
| 6M | +32.1% | +0.6% | +31.6% | +31.4% |
| YTD | +34.3% | +11.0% | +23.2% | +27.1% |
| 1Y | +28.2% | +13.3% | +14.8% | +20.5% |
| All | +31.3% | +38.1% | -6.8% | +17.6% |
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