Current published statistic · vintage cutoff 2026-07-31

Benchmark Mismatch Severity

The run classified 107 declared-benchmark mismatches: 88 changed index families and 19 stayed within adjacent broad-market or small-cap families.

Style-family disagreement: 8888 observations
Mild adjacent-index mismatch: 1919 observations
Declared benchmark matched best fit: 9393 observations

How it was calculated

Compare the declared proxy family with the computed best-fit proxy family. S&P 500, Russell 1000, and total US market are adjacent broad-market indexes; S&P SmallCap 600 and Russell 2000 are adjacent small-cap indexes. Other family changes are style-family disagreements.

Portfolio source-event periods: 2026-05-29 (11); 2026-05-31 (32); 2026-06-30 (110); 2026-07-31 (47).

Open the immutable verification JSON.

Download the benchmark-classification evidence.

Copy-paste citation

Sensible Investor (vintage cutoff 2026-07-31; portfolio events 2026-05-29 through 2026-07-31), “Declared-benchmark mismatches by severity,” closet-index@3.0.0; verification: https://sensible-investor.com/data/statistics/vintages/2026-07-31/b96ba376-9e4c-41d2-a6d2-e4caaf855632/benchmark-mismatch-severity.json.

Vintage cutoff 2026-07-31 · portfolio events 2026-05-29 to 2026-07-31 · run b96ba376-9e4c-41d2-a6d2-e4caaf855632 · closet-index@3.0.0 · source JSON SHA-256 c1c8f1486749b6e1df5f902aa6d86e48df545d87cdf845e39d8bc1585c94865e · statistics hub