-98.7%
SMU price history and return analytics
+12.2%
-110.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -0.6% | -15.3% | -11.5% |
| 7D | +16.4% | +2.9% | +13.5% | -3.8% |
| 30D | -51.8% | -2.5% | -49.3% | -38.1% |
| 3M | -81.3% | -3.3% | -78.0% | -74.0% |
| 6M | -91.0% | +1.5% | -92.5% | -89.9% |
| YTD | -95.9% | +11.4% | -107.2% | -97.2% |
| All | -98.7% | +12.2% | -110.9% | -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 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