-95.6%
SMXT price history and return analytics
+52.2%
-147.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.2% |
| 7D | +12.4% | +2.9% | +9.5% | +9.4% |
| 30D | -18.1% | -2.5% | -15.6% | -16.0% |
| 3M | -4.8% | -3.3% | -1.5% | -1.8% |
| 6M | -35.2% | +1.5% | -36.8% | -36.6% |
| YTD | -56.8% | +11.4% | -68.1% | -61.4% |
| 1Y | -65.2% | +11.9% | -77.1% | -69.1% |
| All | -95.6% | +52.2% | -147.7% | -97.8% |
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