-95.5%
SMST price history and return analytics
+39.0%
-134.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +17.7% |
| 7D | +4.4% | +0.4% | +4.0% | +7.6% |
| 30D | +28.0% | -2.6% | +30.6% | +17.5% |
| 3M | -68.2% | -3.2% | -64.9% | -69.7% |
| 6M | -31.6% | +0.9% | -32.5% | -13.9% |
| YTD | -82.3% | +11.3% | -93.6% | -56.2% |
| 1Y | -62.8% | +14.0% | -76.8% | +3.3% |
| All | -95.5% | +39.0% | -134.6% | -43.3% |
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