-84.1%
SMC price history and return analytics
+226.9%
-310.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +1.3% |
| 7D | -0.5% | -2.0% | +1.5% | +2.7% |
| 30D | -1.3% | -1.4% | +0.1% | +0.8% |
| 3M | +14.9% | +4.7% | +10.2% | +5.4% |
| 6M | +9.2% | +11.4% | -2.2% | -10.8% |
| YTD | +28.3% | +13.1% | +15.2% | +1.6% |
| 1Y | +49.7% | +19.0% | +30.6% | +8.7% |
| 3Y | +155.1% | +73.9% | +81.1% | -6.8% |
| 5Y | +2.3% | +65.4% | -63.1% | -61.2% |
| All | -84.1% | +226.9% | -310.9% | -97.8% |
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