+605.1%
RVMD vs SMTC
+226.1%
+379.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.1% | -4.9% | -1.1% |
| 7D | -3.0% | +13.1% | -16.1% | -6.1% |
| 30D | -0.7% | +19.5% | -20.2% | -5.9% |
| 3M | +36.5% | +2.2% | +34.3% | +32.0% |
| 6M | +104.6% | +94.9% | +9.7% | +62.9% |
| YTD | +155.8% | +127.0% | +28.9% | +93.8% |
| 1Y | +340.7% | +174.6% | +166.1% | +212.4% |
| 3Y | +519.9% | +615.9% | -96.0% | +163.9% |
| 5Y | +584.9% | +125.6% | +459.3% | +360.9% |
| All | +605.1% | +226.1% | +379.0% | +245.8% |
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