-10.3%
SMPL price history and return analytics
+188.0%
-198.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.5% | -5.5% | -5.6% |
| 7D | -5.4% | +1.0% | -6.5% | -6.2% |
| 30D | -3.1% | -0.2% | -2.8% | -2.9% |
| 3M | -9.8% | +4.5% | -14.4% | -13.2% |
| 6M | -32.7% | +14.1% | -46.8% | -40.0% |
| YTD | -46.4% | +14.8% | -61.2% | -52.6% |
| 1Y | -61.8% | +21.2% | -83.0% | -67.9% |
| 3Y | -67.0% | +76.6% | -143.6% | -80.4% |
| 5Y | -69.9% | +66.6% | -136.5% | -81.1% |
| All | -10.3% | +188.0% | -198.3% | -62.1% |
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