+149.8%
SMR price history and return analytics
+74.4%
+75.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.6% | -2.5% |
| 7D | -2.8% | -0.1% | -2.7% | -1.6% |
| 30D | -27.5% | -3.1% | -24.4% | -18.7% |
| 3M | -43.1% | -3.5% | -39.6% | -35.0% |
| 6M | -58.4% | +0.5% | -58.9% | -56.8% |
| YTD | -63.2% | +10.8% | -73.9% | -70.6% |
| 1Y | -81.6% | +11.9% | -93.5% | -85.6% |
| 3Y | +149.8% | +73.0% | +76.8% | -40.9% |
| All | +149.8% | +74.4% | +75.3% | -40.9% |
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