+130.9%
SMMV price history and return analytics
+217.1%
-86.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -0.6% |
| 7D | -0.8% | -0.7% | -0.1% | -0.4% |
| 30D | +4.5% | -1.7% | +6.3% | +5.7% |
| 3M | +1.1% | -2.3% | +3.4% | +2.7% |
| 6M | +7.6% | +1.5% | +6.1% | +5.8% |
| YTD | +10.9% | +12.0% | -1.1% | +0.8% |
| 1Y | +12.6% | +12.9% | -0.2% | +1.8% |
| 3Y | +51.6% | +74.9% | -23.3% | -3.3% |
| 5Y | +31.8% | +59.9% | -28.2% | -10.4% |
| 10Y | +130.7% | +224.6% | -94.0% | -6.6% |
| All | +130.9% | +217.1% | -86.1% | -6.3% |
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