-75.6%
SMJF price history and return analytics
+15.9%
-91.5%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | 0.0% | +6.8% | +6.8% |
| 7D | -0.9% | +0.4% | -1.3% | -0.6% |
| 30D | -83.7% | +1.0% | -84.7% | -83.3% |
| 3M | -78.9% | +2.4% | -81.3% | -78.3% |
| 6M | -60.7% | +12.0% | -72.7% | -58.2% |
| YTD | -78.3% | +15.3% | -93.6% | -76.9% |
| All | -75.6% | +15.9% | -91.5% | -73.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling