-97.5%
SMXT price history and return analytics
+56.8%
-154.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.5% | -7.9% | -7.9% |
| 7D | -13.3% | +1.0% | -14.3% | -14.1% |
| 30D | -47.1% | -0.2% | -46.9% | -47.1% |
| 3M | -60.5% | +4.5% | -65.1% | -62.5% |
| 6M | -70.2% | +14.1% | -84.3% | -74.2% |
| YTD | -75.5% | +14.8% | -90.3% | -78.8% |
| 1Y | -82.5% | +21.2% | -103.7% | -85.6% |
| All | -97.5% | +56.8% | -154.3% | -98.8% |
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 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