+167.1%
SMMT price history and return analytics
+66.2%
+100.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.3% |
| 7D | +22.0% | +1.0% | +21.0% | +20.9% |
| 30D | +23.8% | -0.2% | +24.0% | +24.3% |
| 3M | +22.5% | +4.5% | +17.9% | +17.1% |
| 6M | +14.4% | +14.1% | +0.3% | -0.3% |
| YTD | -1.2% | +14.8% | -16.0% | -14.1% |
| 1Y | -11.1% | +21.2% | -32.3% | -26.6% |
| 3Y | +1,022.1% | +76.6% | +945.5% | +623.3% |
| 5Y | +167.1% | +66.6% | +100.5% | +102.6% |
| All | +167.1% | +66.2% | +100.9% | +102.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling