-97.0%
SMCX price history and return analytics
+42.4%
-139.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.6% | -5.9% | -3.2% |
| 7D | +9.9% | -0.1% | +10.0% | +10.8% |
| 30D | +42.4% | -0.7% | +43.1% | +50.4% |
| 3M | -40.8% | +4.0% | -44.8% | -43.2% |
| 6M | -45.5% | +12.3% | -57.8% | -52.2% |
| YTD | -43.3% | +14.0% | -57.4% | -51.5% |
| 1Y | -78.9% | +20.3% | -99.2% | -84.9% |
| All | -97.0% | +42.4% | -139.4% | -98.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling