-32.0%
SMCY price history and return analytics
+44.0%
-76.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.4% | +4.3% |
| 7D | +1.8% | -1.1% | +2.9% | +4.5% |
| 30D | +8.7% | -1.0% | +9.7% | +11.4% |
| 3M | +22.1% | +3.2% | +18.9% | +15.2% |
| 6M | +9.5% | +12.5% | -3.0% | -9.1% |
| YTD | +20.0% | +14.1% | +5.9% | -2.4% |
| 1Y | -14.3% | +18.9% | -33.2% | -34.8% |
| All | -32.0% | +44.0% | -76.1% | -53.3% |
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 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