+7.5%
SMR price history and return analytics
+75.9%
-68.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.0% |
| 7D | +13.1% | -0.1% | +13.2% | +13.3% |
| 30D | +17.8% | -0.7% | +18.4% | +19.7% |
| 3M | +8.1% | +4.0% | +4.1% | +1.8% |
| 6M | -11.1% | +12.3% | -23.4% | -25.2% |
| YTD | -23.7% | +14.0% | -37.7% | -36.6% |
| 1Y | -69.4% | +20.3% | -89.7% | -76.3% |
| 3Y | +82.6% | +75.4% | +7.2% | -3.9% |
| All | +7.5% | +75.9% | -68.4% | -47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling