-91.8%
SMTI price history and return analytics
+368.8%
-460.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.2% |
| 7D | +0.7% | -0.1% | +0.8% | +0.7% |
| 30D | +2.3% | -0.7% | +2.9% | +2.5% |
| 3M | +54.2% | +4.0% | +50.2% | +51.6% |
| 6M | +68.9% | +12.3% | +56.6% | +60.9% |
| YTD | +50.0% | +14.0% | +36.0% | +42.0% |
| 1Y | +1.9% | +20.3% | -18.4% | -5.5% |
| 3Y | -1.8% | +75.4% | -77.2% | -19.1% |
| 5Y | +5.2% | +66.0% | -60.8% | -12.1% |
| 10Y | +600.6% | +228.2% | +372.4% | +407.0% |
| All | -91.8% | +368.8% | -460.6% | -94.2% |
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