+75.1%
SMMT price history and return analytics
+219.9%
-144.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.6% | +6.6% | +7.2% |
| 7D | +20.5% | +0.4% | +20.2% | +20.8% |
| 30D | +1.4% | -2.6% | +4.0% | +4.0% |
| 3M | +27.8% | -3.2% | +31.0% | +31.8% |
| 6M | -1.3% | +0.9% | -2.3% | -1.3% |
| YTD | +2.0% | +11.3% | -9.3% | -4.6% |
| 1Y | -1.9% | +14.0% | -15.9% | -9.6% |
| 3Y | +916.5% | +75.8% | +840.7% | +638.7% |
| 5Y | +231.0% | +57.8% | +173.2% | +157.9% |
| 10Y | +58.7% | +219.8% | -161.1% | -11.6% |
| All | +75.1% | +219.9% | -144.8% | -6.2% |
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