+215.6%
RSP vs SMTC
+365.8%
-150.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +12.8% | -10.6% | +0.3% |
| 7D | +0.4% | -4.8% | +5.3% | +0.5% |
| 30D | +3.7% | -37.8% | +41.5% | +10.5% |
| 3M | +0.8% | -16.5% | +17.2% | +0.8% |
| 6M | +9.1% | -4.4% | +13.5% | +4.1% |
| YTD | +16.7% | +58.0% | -41.3% | +0.1% |
| 1Y | +19.7% | +62.0% | -42.3% | +1.7% |
| 3Y | +66.7% | +745.7% | -679.0% | -15.0% |
| 5Y | +48.7% | +29.0% | +19.7% | +19.5% |
| 10Y | +215.6% | +351.4% | -135.8% | +85.2% |
| All | +215.6% | +365.8% | -150.2% | +85.2% |
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