+389.2%
ROIV vs SMTC
+26.3%
+362.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | -0.4% |
| 7D | +1.7% | +11.0% | -9.4% | -0.4% |
| 30D | +17.6% | -28.5% | +46.1% | +23.2% |
| 3M | +9.0% | -14.2% | +23.2% | +9.1% |
| 6M | +35.3% | -18.0% | +53.3% | +33.8% |
| YTD | +82.2% | +55.5% | +26.7% | +56.6% |
| 1Y | +92.3% | +69.5% | +22.7% | +61.7% |
| 3Y | +336.8% | +699.7% | -362.9% | +114.6% |
| All | +389.2% | +26.3% | +362.9% | +383.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling