+298.8%
ROIV vs SMTC
+131.3%
+167.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +10.0% | +8.8% | +17.0% |
| 7D | +20.2% | +22.9% | -2.8% | +16.0% |
| 30D | +14.1% | +16.6% | -2.5% | +10.6% |
| 3M | +45.6% | +2.4% | +43.2% | +42.4% |
| 6M | +44.1% | +98.3% | -54.1% | +23.0% |
| YTD | +91.2% | +120.7% | -29.5% | +59.3% |
| 1Y | +221.3% | +168.3% | +53.0% | +155.6% |
| 3Y | +229.2% | +571.7% | -342.5% | +88.6% |
| 5Y | +316.5% | +114.0% | +202.5% | +214.4% |
| All | +298.8% | +131.3% | +167.6% | +200.7% |
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