+191.4%
SMBK price history and return analytics
+222.7%
-31.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | -0.1% | +2.9% | -3.0% | -2.9% |
| 30D | -4.7% | -2.5% | -2.1% | -2.5% |
| 3M | -8.9% | -3.3% | -5.5% | -6.0% |
| 6M | +17.2% | +1.5% | +15.7% | +14.4% |
| YTD | +30.2% | +11.4% | +18.8% | +15.5% |
| 1Y | +34.4% | +11.9% | +22.5% | +18.6% |
| 3Y | +131.6% | +73.9% | +57.7% | +30.6% |
| 5Y | +88.9% | +57.9% | +31.0% | +17.0% |
| All | +191.4% | +222.7% | -31.3% | -11.8% |
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