-93.0%
SMCZ price history and return analytics
+19.6%
-112.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +0.9% | -14.4% | -7.0% |
| 7D | -4.5% | -1.1% | -3.4% | -11.0% |
| 30D | -21.3% | -1.0% | -20.4% | -24.5% |
| 3M | -71.9% | +3.2% | -75.1% | -60.2% |
| 6M | -92.4% | +12.5% | -104.9% | -73.4% |
| YTD | -95.5% | +14.1% | -109.5% | -81.5% |
| 1Y | -93.0% | +18.9% | -111.9% | -62.0% |
| All | -93.0% | +19.6% | -112.6% | -62.0% |
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