+94.9%
SMRI price history and return analytics
+69.8%
+25.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | +1.3% | +2.9% | -1.6% | -0.9% |
| 30D | +2.4% | -2.5% | +4.9% | +4.4% |
| 3M | +2.0% | -3.3% | +5.4% | +4.6% |
| 6M | +22.9% | +1.5% | +21.4% | +20.8% |
| YTD | +32.5% | +11.4% | +21.2% | +20.1% |
| 1Y | +34.9% | +11.9% | +23.0% | +21.7% |
| 3Y | +101.8% | +73.9% | +27.9% | +26.1% |
| All | +94.9% | +69.8% | +25.1% | +24.6% |
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