+13.8%
SMP price history and return analytics
+217.6%
-203.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.1% |
| 7D | -0.6% | -0.1% | -0.5% | -0.7% |
| 30D | +21.5% | -3.1% | +24.6% | +24.4% |
| 3M | +13.4% | -3.5% | +16.9% | +16.5% |
| 6M | +12.2% | +0.5% | +11.8% | +11.1% |
| YTD | +24.0% | +10.8% | +13.2% | +12.5% |
| 1Y | +21.1% | +11.9% | +9.2% | +9.0% |
| 3Y | +40.4% | +73.0% | -32.6% | -13.4% |
| 5Y | -1.8% | +58.6% | -60.4% | -35.0% |
| 10Y | +13.8% | +219.2% | -205.4% | -61.1% |
| All | +13.8% | +217.6% | -203.8% | -61.1% |
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