-98.0%
SMCZ price history and return analytics
+40.3%
-138.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.9% | +7.7% | +2.3% |
| 7D | 0.0% | -2.0% | +2.0% | -10.0% |
| 30D | -44.2% | -1.4% | -42.8% | -46.6% |
| 3M | -73.3% | +4.7% | -78.0% | -61.5% |
| 6M | -91.3% | +11.4% | -102.6% | -78.3% |
| YTD | -94.8% | +13.1% | -107.8% | -85.5% |
| 1Y | -91.9% | +19.0% | -110.9% | -71.4% |
| All | -98.0% | +40.3% | -138.2% | -85.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling