-75.8%
SMJF price history and return analytics
+15.3%
-91.2%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -1.2% |
| 7D | -1.8% | +1.0% | -2.8% | -1.2% |
| 30D | -86.9% | -0.2% | -86.7% | -86.7% |
| 3M | -79.6% | +4.5% | -84.2% | -78.9% |
| 6M | -67.9% | +14.1% | -82.0% | -65.0% |
| YTD | -78.5% | +14.8% | -93.2% | -77.2% |
| All | -75.8% | +15.3% | -91.2% | -74.2% |
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