-76.3%
SMJF price history and return analytics
+14.6%
-90.9%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +3.4% |
| 7D | -2.7% | -1.1% | -1.6% | -3.4% |
| 30D | -88.9% | -1.0% | -87.9% | -88.7% |
| 3M | -79.8% | +3.2% | -83.0% | -79.2% |
| 6M | -69.4% | +12.5% | -81.9% | -67.2% |
| YTD | -78.9% | +14.1% | -92.9% | -77.7% |
| All | -76.3% | +14.6% | -90.9% | -74.8% |
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