+95.0%
SMRI price history and return analytics
+75.0%
+20.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.4% |
| 7D | -1.9% | +1.0% | -2.9% | -2.7% |
| 30D | +4.7% | -0.2% | +4.9% | +4.8% |
| 3M | +14.5% | +4.5% | +10.0% | +10.2% |
| 6M | +32.3% | +14.1% | +18.3% | +18.1% |
| YTD | +32.6% | +14.8% | +17.8% | +17.6% |
| 1Y | +41.1% | +21.2% | +19.9% | +19.1% |
| All | +95.0% | +75.0% | +20.0% | +22.0% |
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 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