+8.9%
SMC price history and return analytics
+66.2%
-57.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.8% |
| 7D | -1.8% | +1.0% | -2.8% | -2.6% |
| 30D | +13.1% | -0.2% | +13.3% | +13.2% |
| 3M | +16.3% | +4.5% | +11.7% | +11.6% |
| 6M | +8.6% | +14.1% | -5.5% | -3.4% |
| YTD | +28.7% | +14.8% | +13.9% | +13.6% |
| 1Y | +52.4% | +21.2% | +31.2% | +28.4% |
| 3Y | +155.8% | +76.6% | +79.2% | +59.7% |
| 5Y | +8.9% | +66.6% | -57.7% | -27.7% |
| All | +8.9% | +66.2% | -57.3% | -27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling