+240.0%
SMIN price history and return analytics
+352.1%
-112.0%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +2.8% | +2.4% | +0.4% | +0.8% |
| 30D | +2.2% | -1.5% | +3.7% | +3.4% |
| 3M | -0.6% | -4.1% | +3.5% | +2.7% |
| 6M | +6.7% | +0.6% | +6.2% | +6.0% |
| YTD | +1.7% | +11.0% | -9.3% | -6.8% |
| 1Y | -0.7% | +13.3% | -14.1% | -10.7% |
| 3Y | +20.0% | +73.4% | -53.3% | -25.4% |
| 5Y | +25.1% | +57.4% | -32.3% | -16.3% |
| 10Y | +152.2% | +221.7% | -69.5% | -12.9% |
| All | +240.0% | +352.1% | -112.0% | -8.4% |
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 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