-89.6%
SMCL price history and return analytics
+15.2%
-104.8%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.9% | +1.7% | -13.6% | -24.4% |
| 7D | -32.9% | -0.3% | -32.6% | -32.7% |
| 30D | -56.4% | -1.4% | -54.9% | -50.6% |
| 3M | -28.8% | -1.4% | -27.4% | -14.7% |
| 6M | -42.8% | +5.5% | -48.2% | -44.0% |
| YTD | -69.4% | +12.8% | -82.3% | -74.1% |
| 1Y | -89.6% | +15.4% | -105.0% | -91.9% |
| All | -89.6% | +15.2% | -104.8% | -91.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling