+579.9%
SMID price history and return analytics
+229.8%
+350.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.5% |
| 7D | -5.9% | -1.1% | -4.8% | -5.2% |
| 30D | -11.7% | -1.0% | -10.7% | -11.1% |
| 3M | -17.6% | +3.2% | -20.8% | -19.5% |
| 6M | -29.6% | +12.5% | -42.1% | -34.9% |
| YTD | -32.6% | +14.1% | -46.7% | -38.2% |
| 1Y | -41.3% | +18.9% | -60.2% | -47.5% |
| 3Y | +27.6% | +74.1% | -46.5% | -5.5% |
| 5Y | +44.1% | +66.9% | -22.7% | +8.3% |
| All | +579.9% | +229.8% | +350.1% | +250.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling