+48.4%
SMID price history and return analytics
+66.8%
-18.4%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.6% |
| 7D | -2.7% | +1.0% | -3.7% | -3.7% |
| 30D | -12.9% | -0.2% | -12.7% | -12.7% |
| 3M | -13.2% | +4.5% | -17.7% | -17.7% |
| 6M | -29.5% | +14.1% | -43.5% | -39.3% |
| YTD | -31.3% | +14.8% | -46.1% | -41.3% |
| 1Y | -40.6% | +21.2% | -61.8% | -52.2% |
| 3Y | +31.3% | +76.6% | -45.3% | -23.8% |
| All | +48.4% | +66.8% | -18.4% | -2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling