-41.3%
SMID price history and return analytics
+19.6%
-60.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.2% |
| 7D | -5.9% | -1.1% | -4.8% | -4.8% |
| 30D | -11.7% | -1.0% | -10.7% | -10.8% |
| 3M | -17.6% | +3.2% | -20.8% | -20.6% |
| 6M | -29.6% | +12.5% | -42.1% | -38.0% |
| YTD | -32.6% | +14.1% | -46.7% | -41.8% |
| 1Y | -41.3% | +18.9% | -60.2% | -54.0% |
| All | -41.3% | +19.6% | -60.9% | -54.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling