-98.2%
SMU price history and return analytics
+24.8%
-123.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -0.9% | -9.8% | -4.3% |
| 7D | +7.1% | -2.0% | +9.0% | +24.1% |
| 30D | -1.6% | -1.4% | -0.2% | +11.9% |
| 3M | -5.8% | +4.7% | -10.5% | -26.8% |
| 6M | -59.2% | +11.4% | -70.5% | -73.6% |
| YTD | -76.7% | +13.1% | -89.8% | -85.7% |
| 1Y | -97.6% | +19.0% | -116.6% | -98.7% |
| All | -98.2% | +24.8% | -123.1% | -99.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling