+68.2%
IVV vs SMTC
+13.5%
+54.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +12.7% | -12.4% | -1.3% |
| 7D | -2.7% | -19.0% | +16.3% | -0.5% |
| 30D | -5.4% | -46.7% | +41.4% | +1.8% |
| 3M | -4.1% | -23.4% | +19.4% | -2.6% |
| 6M | +0.7% | -13.4% | +14.1% | -1.1% |
| YTD | +8.7% | +40.1% | -31.3% | -1.6% |
| 1Y | +11.0% | +47.7% | -36.7% | -0.6% |
| 3Y | +75.4% | +606.9% | -531.5% | +9.1% |
| All | +68.2% | +13.5% | +54.7% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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