+531.8%
RVMD vs SMTC
+565.9%
-34.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -0.7% | +22.5% | -23.2% | -4.2% |
| 30D | +0.3% | +24.9% | -24.5% | -3.9% |
| 3M | +38.9% | +4.1% | +34.8% | +35.5% |
| 6M | +108.1% | +92.6% | +15.6% | +79.6% |
| YTD | +160.7% | +122.5% | +38.3% | +118.5% |
| 1Y | +407.3% | +166.2% | +241.1% | +308.6% |
| All | +531.8% | +565.9% | -34.1% | +210.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling