Current published statistic · vintage cutoff 2026-06-30
Benchmark Mismatch Severity
The run classified 109 declared-benchmark mismatches: 89 changed index families and 20 stayed within adjacent broad-market or small-cap families.
- Style-family disagreement
- 8989 observations
- Mild adjacent-index mismatch
- 2020 observations
- Declared benchmark matched best fit
- 9191 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: 2026-04-30 (47); 2026-05-29 (11); 2026-05-31 (32); 2026-06-30 (110).
Copy-paste citation
Sensible Investor (vintage cutoff 2026-06-30; portfolio events 2026-04-30 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/fffcd45a-98bb-4e8e-b699-e94626fa3ab3/benchmark-mismatch-severity.json.
Vintage cutoff 2026-06-30 · portfolio events 2026-04-30 to 2026-06-30 · run fffcd45a-98bb-4e8e-b699-e94626fa3ab3 · closet-index@3.0.0 · source JSON SHA-256 1b9bd205e5e8846aab2bc0d6798f186c182ceb1474736dd34c7281c713a46f74 · statistics hub