+1,571.3%
SMBC price history and return analytics
+346.0%
+1,225.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -0.3% | -2.3% | +2.0% | +0.6% |
| 30D | -0.7% | -5.0% | +4.3% | +1.4% |
| 3M | -9.2% | -4.9% | -4.4% | -7.4% |
| 6M | +2.6% | -1.5% | +4.1% | +3.0% |
| YTD | +20.5% | +8.5% | +12.0% | +16.1% |
| 1Y | +34.8% | +11.4% | +23.4% | +28.4% |
| 3Y | +68.7% | +70.1% | -1.3% | +37.6% |
| 5Y | +29.1% | +53.7% | -24.6% | +8.7% |
| 10Y | +240.8% | +220.0% | +20.8% | +142.8% |
| All | +1,571.3% | +346.0% | +1,225.3% | +1,043.9% |
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