+196.1%
SMLF price history and return analytics
+224.4%
-28.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | -0.4% |
| 7D | -0.2% | -0.7% | +0.5% | +0.6% |
| 30D | +1.8% | -1.7% | +3.6% | +3.9% |
| 3M | -3.3% | -2.3% | -1.0% | -0.8% |
| 6M | +3.8% | +1.5% | +2.2% | +1.9% |
| YTD | +16.5% | +12.0% | +4.4% | +2.3% |
| 1Y | +17.5% | +12.9% | +4.6% | +2.4% |
| 3Y | +79.1% | +74.9% | +4.2% | -3.5% |
| 5Y | +55.3% | +59.9% | -4.6% | -7.2% |
| 10Y | +196.1% | +224.6% | -28.5% | -18.3% |
| All | +196.1% | +224.4% | -28.3% | -18.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling