-97.0%
SMSI price history and return analytics
+229.8%
-326.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +2.1% |
| 7D | +1.8% | -1.1% | +2.9% | +3.2% |
| 30D | -4.6% | -1.0% | -3.6% | -3.5% |
| 3M | -36.3% | +3.2% | -39.4% | -38.8% |
| 6M | -23.7% | +12.5% | -36.2% | -34.0% |
| YTD | +7.4% | +14.1% | -6.7% | -8.3% |
| 1Y | -20.5% | +18.9% | -39.5% | -35.1% |
| 3Y | -94.7% | +74.1% | -168.8% | -97.3% |
| 5Y | -98.4% | +66.9% | -165.3% | -99.1% |
| All | -97.0% | +229.8% | -326.8% | -99.0% |
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 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