-98.2%
SMCZ price history and return analytics
+42.4%
-140.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -5.9% |
| 7D | -18.6% | +1.0% | -19.6% | -14.1% |
| 30D | -52.8% | -0.2% | -52.6% | -52.0% |
| 3M | -58.2% | +4.5% | -62.7% | -38.5% |
| 6M | -92.6% | +14.1% | -106.6% | -79.3% |
| YTD | -95.4% | +14.8% | -110.2% | -86.3% |
| 1Y | -94.2% | +21.2% | -115.4% | -77.6% |
| All | -98.2% | +42.4% | -140.6% | -85.8% |
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