+146.9%
SMTC vs ITOT
+20.8%
+126.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.3% | +9.5% | +10.2% |
| 7D | +12.7% | +0.1% | +12.6% | +12.2% |
| 30D | +22.0% | 0.0% | +22.0% | +21.8% |
| 3M | -12.7% | +2.0% | -14.6% | -16.0% |
| 6M | +64.8% | +13.0% | +51.7% | +21.8% |
| YTD | +100.7% | +14.0% | +86.7% | +45.6% |
| 1Y | +146.9% | +19.9% | +127.0% | +69.6% |
| All | +146.9% | +20.8% | +126.1% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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