+241.0%
RVMD vs SMTC
+70.8%
+170.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -12.9% | +15.7% | +4.3% |
| 7D | +5.8% | -24.5% | +30.3% | +9.1% |
| 30D | -3.8% | -42.5% | +38.6% | +2.1% |
| 3M | +3.2% | -14.1% | +17.3% | +2.7% |
| 6M | +35.0% | +3.6% | +31.4% | +26.0% |
| YTD | +150.7% | +50.6% | +100.1% | +113.0% |
| 1Y | +241.0% | +72.2% | +168.7% | +181.3% |
| All | +241.0% | +70.8% | +170.1% | +181.3% |
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 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