-32.1%
SMYY price history and return analytics
+15.4%
-47.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.5% |
| 7D | -0.4% | +2.9% | -3.3% | -2.7% |
| 30D | -3.7% | -2.5% | -1.2% | -1.7% |
| 3M | -2.2% | -3.3% | +1.2% | +0.7% |
| 6M | -9.8% | +1.5% | -11.3% | -11.6% |
| YTD | -6.3% | +11.4% | -17.7% | -16.6% |
| 1Y | -26.2% | +11.9% | -38.1% | -34.7% |
| All | -32.1% | +15.4% | -47.5% | -40.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling