-99.9%
SMUP price history and return analytics
+23.6%
-123.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.6% | -6.5% | -2.4% |
| 7D | +23.5% | -0.1% | +23.6% | +23.7% |
| 30D | +27.9% | -0.7% | +28.6% | +36.7% |
| 3M | -7.2% | +4.0% | -11.2% | -23.4% |
| 6M | -53.0% | +12.3% | -65.2% | -71.3% |
| YTD | -97.3% | +14.0% | -111.3% | -99.0% |
| 1Y | -99.7% | +20.3% | -120.0% | -99.9% |
| All | -99.9% | +23.6% | -123.4% | -100.0% |
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