+253.9%
SMBC price history and return analytics
+224.7%
+29.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | +1.2% | +1.0% | +0.2% | +0.3% |
| 30D | -4.4% | -0.2% | -4.1% | -4.2% |
| 3M | +5.7% | +4.5% | +1.2% | +0.9% |
| 6M | +19.5% | +14.1% | +5.5% | +4.5% |
| YTD | +25.7% | +14.8% | +11.0% | +9.2% |
| 1Y | +29.6% | +21.2% | +8.4% | +6.7% |
| 3Y | +86.2% | +76.6% | +9.6% | +7.9% |
| 5Y | +80.7% | +66.6% | +14.1% | +9.6% |
| All | +253.9% | +224.7% | +29.1% | +17.2% |
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