-97.9%
SMU price history and return analytics
+23.3%
-121.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.1% |
| 7D | +8.3% | +0.4% | +7.9% | +4.5% |
| 30D | +0.2% | +1.0% | -0.8% | -4.4% |
| 3M | -49.5% | +2.4% | -51.9% | -51.6% |
| 6M | -65.5% | +12.0% | -77.5% | -79.2% |
| YTD | -78.5% | +15.3% | -93.9% | -89.7% |
| 1Y | -97.9% | +22.6% | -120.5% | -99.4% |
| All | -97.9% | +23.3% | -121.3% | -99.4% |
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