+157.5%
SMMD price history and return analytics
+186.1%
-28.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.6% |
| 7D | -1.0% | -0.1% | -0.9% | -0.9% |
| 30D | -3.4% | -0.7% | -2.7% | -2.7% |
| 3M | +2.2% | +4.0% | -1.8% | -2.3% |
| 6M | +14.7% | +12.3% | +2.4% | +0.7% |
| YTD | +19.3% | +14.0% | +5.3% | +3.0% |
| 1Y | +23.0% | +20.3% | +2.7% | +0.1% |
| 3Y | +63.4% | +75.4% | -12.0% | -11.8% |
| 5Y | +44.8% | +66.0% | -21.1% | -16.5% |
| All | +157.5% | +186.1% | -28.6% | -10.1% |
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