+776.8%
RVMD vs SMTC
+698.5%
+78.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | -1.7% |
| 7D | -10.4% | +11.0% | -21.4% | -12.0% |
| 30D | -11.0% | -28.5% | +17.5% | -7.4% |
| 3M | -14.7% | -14.2% | -0.5% | -14.8% |
| 6M | +14.9% | -18.0% | +32.9% | +13.5% |
| YTD | +116.3% | +55.5% | +60.8% | +90.0% |
| 1Y | +167.6% | +69.5% | +98.1% | +131.3% |
| 3Y | +776.8% | +699.7% | +77.1% | +385.4% |
| All | +776.8% | +698.5% | +78.3% | +385.4% |
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 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