-2.6%
SMC price history and return analytics
+57.5%
-60.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.5% | +8.8% | +8.7% |
| 7D | +1.3% | -0.1% | +1.5% | +1.5% |
| 30D | -5.2% | -3.1% | -2.1% | -2.8% |
| 3M | -4.8% | -3.5% | -1.3% | -2.3% |
| 6M | +1.7% | +0.5% | +1.3% | +0.8% |
| YTD | +13.6% | +10.8% | +2.8% | +3.2% |
| 1Y | +29.5% | +11.9% | +17.6% | +16.5% |
| 3Y | +48.4% | +73.0% | -24.6% | -5.1% |
| 5Y | -2.6% | +58.6% | -61.2% | -34.2% |
| All | -2.6% | +57.5% | -60.1% | -34.2% |
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 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