-99.5%
SMTK price history and return analytics
+50.3%
-149.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.6% |
| 7D | -4.3% | -1.1% | -3.2% | -3.8% |
| 30D | -65.8% | -1.0% | -64.8% | -65.7% |
| 3M | -89.1% | +3.2% | -92.3% | -89.4% |
| 6M | -83.0% | +12.5% | -95.4% | -84.1% |
| YTD | -95.8% | +14.1% | -109.9% | -96.1% |
| 1Y | -97.4% | +18.9% | -116.3% | -97.6% |
| All | -99.5% | +50.3% | -149.8% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling