+337.3%
ROIV vs SMTC
+597.8%
-260.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +12.7% | -6.6% | +4.4% |
| 7D | +5.3% | -19.0% | +24.3% | +7.9% |
| 30D | +11.9% | -46.7% | +58.6% | +21.1% |
| 3M | +10.7% | -23.4% | +34.1% | +12.8% |
| 6M | +34.9% | -13.4% | +48.3% | +32.5% |
| YTD | +79.2% | +40.1% | +39.1% | +62.2% |
| 1Y | +89.0% | +47.7% | +41.3% | +69.1% |
| 3Y | +337.3% | +606.9% | -269.6% | +148.4% |
| All | +337.3% | +597.8% | -260.5% | +148.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling