+92.1%
ROIV vs SMTC
+57.1%
+35.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +12.8% | -8.2% | +2.9% |
| 7D | +13.3% | -4.8% | +18.2% | +13.1% |
| 30D | +14.8% | -37.8% | +52.6% | +20.5% |
| 3M | +11.9% | -16.5% | +28.4% | +12.1% |
| 6M | +42.4% | -4.4% | +46.8% | +37.0% |
| YTD | +87.4% | +58.0% | +29.4% | +68.3% |
| All | +92.1% | +57.1% | +35.0% | +72.0% |
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