-94.4%
SMCL price history and return analytics
+31.7%
-126.1%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -15.1% |
| 7D | -13.5% | +0.4% | -13.9% | -17.0% |
| 30D | -57.0% | -2.6% | -54.4% | -49.1% |
| 3M | -31.1% | -3.2% | -27.8% | -11.5% |
| 6M | -65.6% | +0.9% | -66.5% | -56.9% |
| YTD | -71.8% | +11.3% | -83.1% | -71.3% |
| 1Y | -86.0% | +14.0% | -100.0% | -86.8% |
| All | -94.4% | +31.7% | -126.1% | -95.4% |
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