+130.2%
SMMV price history and return analytics
+214.2%
-84.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +1.6% | +2.4% | -0.7% | -0.1% |
| 30D | +4.2% | -1.5% | +5.7% | +5.2% |
| 3M | -0.4% | -4.1% | +3.7% | +2.5% |
| 6M | +7.7% | +0.6% | +7.1% | +6.6% |
| YTD | +10.5% | +11.0% | -0.5% | +1.2% |
| 1Y | +12.9% | +13.3% | -0.4% | +1.7% |
| 3Y | +50.9% | +73.4% | -22.5% | -3.1% |
| 5Y | +30.9% | +57.4% | -26.6% | -9.9% |
| 10Y | +129.9% | +221.7% | -91.8% | -6.3% |
| All | +130.2% | +214.2% | -84.0% | -6.0% |
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