+288.8%
SMFG price history and return analytics
+63.7%
+225.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.7% |
| 7D | -3.7% | -2.0% | -1.7% | -1.8% |
| 30D | +5.6% | -1.4% | +7.0% | +7.0% |
| 3M | +15.5% | +4.7% | +10.8% | +10.6% |
| 6M | +29.1% | +11.4% | +17.8% | +16.9% |
| YTD | +37.4% | +13.1% | +24.3% | +22.8% |
| 1Y | +57.7% | +19.0% | +38.6% | +34.8% |
| 3Y | +198.3% | +73.9% | +124.3% | +91.0% |
| 5Y | +288.8% | +65.4% | +223.5% | +160.9% |
| All | +288.8% | +63.7% | +225.2% | +160.9% |
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