-32.1%
SMST price history and return analytics
+21.4%
-53.5%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.5% | +8.8% | +5.5% |
| 7D | -25.7% | +1.0% | -26.7% | -19.3% |
| 30D | -61.3% | -0.2% | -61.0% | -59.8% |
| 3M | -55.8% | +4.5% | -60.3% | -37.6% |
| 6M | -67.4% | +14.1% | -81.5% | -20.8% |
| YTD | -78.5% | +14.8% | -93.2% | -35.7% |
| 1Y | -32.1% | +21.2% | -53.3% | +197.5% |
| All | -32.1% | +21.4% | -53.5% | +197.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling