-38.6%
SMRT price history and return analytics
+69.7%
-108.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.6% |
| 7D | +17.8% | -2.3% | +20.1% | +22.4% |
| 30D | +35.9% | -5.0% | +40.9% | +47.8% |
| 3M | +16.1% | -4.9% | +20.9% | +26.2% |
| 6M | +35.9% | -1.5% | +37.4% | +39.3% |
| YTD | -21.3% | +8.5% | -29.8% | -32.1% |
| 1Y | +7.4% | +11.4% | -3.9% | -11.7% |
| 3Y | -38.6% | +70.1% | -108.7% | -77.6% |
| All | -38.6% | +69.7% | -108.4% | -77.6% |
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 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