+244.2%
SMIN price history and return analytics
+367.2%
-123.0%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | +0.4% | +1.0% | -0.6% | -0.4% |
| 30D | +0.2% | -0.2% | +0.4% | +0.3% |
| 3M | +9.6% | +4.5% | +5.1% | +5.6% |
| 6M | +13.2% | +14.1% | -0.9% | +1.5% |
| YTD | +3.0% | +14.8% | -11.8% | -8.1% |
| 1Y | 0.0% | +21.2% | -21.2% | -14.9% |
| 3Y | +21.1% | +76.6% | -55.4% | -25.8% |
| 5Y | +35.8% | +66.6% | -30.8% | -13.4% |
| 10Y | +131.5% | +222.3% | -90.8% | -19.8% |
| All | +244.2% | +367.2% | -123.0% | -9.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling