+94.5%
SMRI price history and return analytics
+68.9%
+25.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | +0.8% | -0.1% | +1.0% | +0.9% |
| 30D | +2.7% | -3.1% | +5.8% | +5.1% |
| 3M | +2.2% | -3.5% | +5.7% | +4.9% |
| 6M | +21.3% | +0.5% | +20.8% | +20.2% |
| YTD | +32.3% | +10.8% | +21.5% | +20.4% |
| 1Y | +36.5% | +11.9% | +24.6% | +23.1% |
| 3Y | +101.4% | +73.0% | +28.5% | +26.4% |
| All | +94.5% | +68.9% | +25.6% | +24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling