+19.3%
SMG price history and return analytics
+72.7%
-53.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.3% |
| 7D | -5.3% | -2.0% | -3.3% | -3.0% |
| 30D | -8.5% | -1.4% | -7.1% | -6.9% |
| 3M | -4.4% | +4.7% | -9.1% | -9.9% |
| 6M | -9.6% | +11.4% | -21.0% | -21.2% |
| YTD | -0.7% | +13.1% | -13.7% | -15.2% |
| 1Y | -3.2% | +19.0% | -22.2% | -22.8% |
| All | +19.3% | +72.7% | -53.4% | -52.3% |
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 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