+510.3%
SMG price history and return analytics
+356.5%
+153.8%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.4% | +0.4% |
| 7D | -1.3% | +2.4% | -3.7% | -3.4% |
| 30D | +28.4% | -1.5% | +29.9% | +30.0% |
| 3M | +4.6% | -4.1% | +8.7% | +8.4% |
| 6M | +11.0% | +0.6% | +10.4% | +9.8% |
| YTD | +12.9% | +11.0% | +1.9% | +2.4% |
| 1Y | +14.2% | +13.3% | +0.9% | +1.7% |
| 3Y | +45.1% | +73.4% | -28.3% | -10.8% |
| 5Y | -56.1% | +57.4% | -113.5% | -69.7% |
| 10Y | +4.5% | +221.7% | -217.2% | -58.0% |
| All | +510.3% | +356.5% | +153.8% | +132.0% |
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 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