-94.4%
SMST price history and return analytics
+38.7%
-133.1%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.7% | +3.0% |
| 7D | +30.2% | +2.4% | +27.9% | +45.1% |
| 30D | +38.2% | -1.5% | +39.7% | +34.1% |
| 3M | -62.4% | -4.1% | -58.3% | -65.6% |
| 6M | -21.9% | +0.6% | -22.5% | -3.2% |
| YTD | -78.0% | +11.0% | -89.1% | -46.0% |
| 1Y | -64.9% | +13.3% | -78.3% | -5.1% |
| All | -94.4% | +38.7% | -133.1% | -30.1% |
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