+151.5%
SMMD price history and return analytics
+178.6%
-27.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | +0.1% |
| 7D | +1.8% | +2.4% | -0.6% | -0.8% |
| 30D | +2.6% | -1.5% | +4.1% | +4.3% |
| 3M | -6.6% | -4.1% | -2.5% | -2.2% |
| 6M | +1.1% | +0.6% | +0.6% | +0.4% |
| YTD | +16.6% | +11.0% | +5.5% | +3.5% |
| 1Y | +20.9% | +13.3% | +7.5% | +5.0% |
| 3Y | +71.3% | +73.4% | -2.1% | -6.5% |
| 5Y | +33.3% | +57.4% | -24.1% | -18.6% |
| All | +151.5% | +178.6% | -27.1% | -9.6% |
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 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