+31.3%
SMID price history and return analytics
+76.6%
-45.3%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.4% |
| 7D | -2.7% | +1.0% | -3.7% | -4.0% |
| 30D | -12.9% | -0.2% | -12.7% | -12.6% |
| 3M | -13.2% | +4.5% | -17.7% | -19.3% |
| 6M | -29.5% | +14.1% | -43.5% | -42.8% |
| YTD | -31.3% | +14.8% | -46.1% | -44.9% |
| 1Y | -40.6% | +21.2% | -61.8% | -56.5% |
| 3Y | +31.3% | +76.6% | -45.3% | -34.2% |
| All | +31.3% | +76.6% | -45.3% | -34.2% |
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 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