+308.6%
SMLV price history and return analytics
+309.0%
-0.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -0.4% |
| 7D | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | +4.2% | -2.6% | +6.8% | +6.6% |
| 3M | -1.4% | -3.2% | +1.9% | +1.4% |
| 6M | +8.2% | +0.9% | +7.2% | +6.7% |
| YTD | +22.5% | +11.3% | +11.2% | +10.2% |
| 1Y | +27.4% | +14.0% | +13.4% | +12.0% |
| 3Y | +77.1% | +75.8% | +1.3% | +4.7% |
| 5Y | +49.0% | +57.8% | -8.8% | -3.4% |
| 10Y | +160.0% | +219.8% | -59.8% | -9.2% |
| All | +308.6% | +309.0% | -0.4% | +19.2% |
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