-95.8%
SMXT price history and return analytics
+52.1%
-147.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.6% | +4.0% | +4.0% |
| 7D | -3.6% | +0.4% | -3.9% | -3.8% |
| 30D | -4.9% | -2.6% | -2.3% | -2.5% |
| 3M | -11.2% | -3.2% | -7.9% | -8.4% |
| 6M | -43.1% | +0.9% | -44.0% | -43.9% |
| YTD | -58.9% | +11.3% | -70.2% | -63.3% |
| 1Y | -66.1% | +14.0% | -80.1% | -70.4% |
| All | -95.8% | +52.1% | -147.9% | -97.9% |
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