Citable statistic · vintage cutoff 2026-06-30

Benchmark Mismatch Severity

The run classified 114 declared-benchmark mismatches: 96 changed index families and 18 stayed within adjacent broad-market or small-cap families.

Style-family disagreement: 9696 observations
Mild adjacent-index mismatch: 1818 observations
Declared benchmark matched best fit: 8686 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: 2026-02-28 (1); 2026-03-31 (102); 2026-04-30 (52); 2026-05-29 (11); 2026-05-31 (32); 2026-06-30 (2).

Open the immutable verification JSON.

Download the licensed benchmark-classification evidence.

Copy-paste citation

Sensible Investor (vintage cutoff 2026-06-30; portfolio events 2026-02-28 through 2026-06-30), “Declared-benchmark mismatches by severity,” closet-index@3.0.0; verification: https://sensible-investor.com/data/statistics/vintages/2026-06-30/57782d6c-572f-4e2f-9e55-117df0927e25/benchmark-mismatch-severity.json.

Vintage cutoff 2026-06-30 · portfolio events 2026-02-28 to 2026-06-30 · run 57782d6c-572f-4e2f-9e55-117df0927e25 · closet-index@3.0.0 · source JSON SHA-256 50b320640af5591373be7ad7c8f1ca28eb26213f581e2afb487ac2eb8d3599eb · statistics hub