+291.1%
ROIV vs SMTC
+65.6%
+225.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +12.8% | -8.2% | +2.4% |
| 7D | +13.3% | -4.8% | +18.2% | +13.5% |
| 30D | +14.8% | -37.8% | +52.6% | +22.9% |
| 3M | +11.9% | -16.5% | +28.4% | +12.7% |
| 6M | +42.4% | -4.4% | +46.8% | +37.0% |
| YTD | +87.4% | +58.0% | +29.4% | +62.3% |
| 1Y | +97.2% | +62.0% | +35.2% | +69.3% |
| 3Y | +375.7% | +745.7% | -370.0% | +149.9% |
| 5Y | +379.0% | +29.0% | +350.0% | +278.4% |
| All | +291.1% | +65.6% | +225.5% | +206.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling