-75.8%
SMCX price history and return analytics
+23.3%
-99.1%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | 0.0% | +9.0% | +9.1% |
| 7D | +13.1% | +0.4% | +12.6% | +9.4% |
| 30D | +57.6% | +1.0% | +56.7% | +50.9% |
| 3M | -55.3% | +2.4% | -57.6% | -53.4% |
| 6M | -46.0% | +12.0% | -58.0% | -57.8% |
| YTD | -41.2% | +15.3% | -56.6% | -59.8% |
| 1Y | -75.8% | +22.6% | -98.4% | -85.9% |
| All | -75.8% | +23.3% | -99.1% | -85.9% |
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