+308.7%
SMLV price history and return analytics
+323.8%
-15.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.3% |
| 7D | -0.1% | +0.4% | -0.6% | -0.5% |
| 30D | -2.0% | +1.0% | -3.0% | -2.9% |
| 3M | +6.9% | +2.4% | +4.6% | +4.3% |
| 6M | +12.7% | +12.0% | +0.7% | +1.1% |
| YTD | +22.5% | +15.3% | +7.2% | +6.9% |
| 1Y | +22.4% | +22.6% | -0.2% | +0.9% |
| 3Y | +62.5% | +74.7% | -12.2% | -3.1% |
| 5Y | +57.3% | +66.1% | -8.9% | -2.6% |
| 10Y | +161.4% | +225.0% | -63.6% | -10.1% |
| All | +308.7% | +323.8% | -15.1% | +15.6% |
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