-86.7%
SMRT price history and return analytics
+57.4%
-144.0%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | 0.0% |
| 7D | +20.3% | +0.4% | +19.9% | +19.6% |
| 30D | +41.9% | -2.6% | +44.5% | +48.6% |
| 3M | +16.9% | -3.2% | +20.1% | +23.9% |
| 6M | +48.2% | +0.9% | +47.3% | +46.0% |
| YTD | -17.8% | +11.3% | -29.1% | -32.1% |
| 1Y | +14.5% | +14.0% | +0.5% | -9.3% |
| 3Y | -45.8% | +75.8% | -121.6% | -79.2% |
| 5Y | -86.7% | +57.8% | -144.5% | -93.6% |
| All | -86.7% | +57.4% | -144.0% | -93.6% |
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 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