+87.6%
ROIV vs SMTC
+59.8%
+27.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.6% | +0.2% | -3.8% |
| 7D | +9.2% | +30.5% | -21.3% | +5.5% |
| 30D | +19.9% | -30.9% | +50.8% | +24.1% |
| 3M | +10.6% | -14.7% | +25.3% | +10.5% |
| 6M | +36.1% | -9.6% | +45.6% | +31.9% |
| YTD | +84.3% | +62.1% | +22.2% | +65.2% |
| 1Y | +87.6% | +66.6% | +21.0% | +65.5% |
| All | +87.6% | +59.8% | +27.7% | +65.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling