+204.4%
RSP vs SMTC
+493.3%
-288.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +10.0% | -11.0% | -2.7% |
| 7D | -0.4% | +22.9% | -23.3% | -4.0% |
| 30D | -1.5% | +16.6% | -18.2% | -4.8% |
| 3M | +4.8% | +2.4% | +2.4% | +2.1% |
| 6M | +10.3% | +98.3% | -88.0% | -6.4% |
| YTD | +14.1% | +120.7% | -106.6% | -5.6% |
| 1Y | +17.0% | +168.3% | -151.2% | -7.7% |
| 3Y | +54.2% | +571.7% | -517.5% | -13.6% |
| 5Y | +51.5% | +114.0% | -62.5% | +11.3% |
| 10Y | +204.4% | +497.0% | -292.6% | +60.4% |
| All | +204.4% | +493.3% | -288.9% | +60.4% |
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 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