-8.9%
SMID price history and return analytics
+59.8%
-68.7%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.2% | -4.2% |
| 7D | -15.5% | -0.7% | -14.8% | -15.1% |
| 30D | -6.8% | -1.7% | -5.1% | -5.4% |
| 3M | -24.6% | -2.3% | -22.3% | -23.1% |
| 6M | -34.0% | +1.5% | -35.5% | -35.6% |
| YTD | -42.6% | +12.0% | -54.6% | -49.8% |
| 1Y | -44.9% | +12.9% | -57.7% | -52.1% |
| 3Y | -8.3% | +74.9% | -83.2% | -45.6% |
| 5Y | -8.9% | +59.9% | -68.8% | -35.5% |
| All | -8.9% | +59.8% | -68.7% | -35.5% |
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