-95.2%
SMST price history and return analytics
+38.4%
-133.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +5.0% |
| 7D | +20.8% | -0.1% | +21.0% | +21.6% |
| 30D | +37.3% | -3.1% | +40.4% | +23.4% |
| 3M | -67.4% | -3.5% | -63.9% | -69.4% |
| 6M | -26.6% | +0.5% | -27.1% | -9.6% |
| YTD | -81.0% | +10.8% | -91.8% | -54.0% |
| 1Y | -61.1% | +11.9% | -73.0% | -0.6% |
| All | -95.2% | +38.4% | -133.6% | -40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling