+36.9%
SMP price history and return analytics
+69.7%
-32.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.5% |
| 7D | +4.8% | -2.3% | +7.2% | +6.6% |
| 30D | +20.4% | -5.0% | +25.4% | +24.9% |
| 3M | +14.0% | -4.9% | +18.9% | +18.2% |
| 6M | +16.3% | -1.5% | +17.9% | +17.0% |
| YTD | +23.6% | +8.5% | +15.2% | +14.4% |
| 1Y | +22.6% | +11.4% | +11.3% | +10.7% |
| 3Y | +36.9% | +70.1% | -33.2% | -11.0% |
| All | +36.9% | +69.7% | -32.9% | -11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling