+72.2%
SMTC vs ITOT
+14.7%
+57.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.5% | -14.5% | -17.7% |
| 7D | -24.5% | -0.7% | -23.8% | -23.0% |
| 30D | -42.5% | -1.1% | -41.4% | -40.1% |
| 3M | -14.1% | -0.8% | -13.3% | -11.4% |
| 6M | +3.6% | +7.0% | -3.4% | -12.6% |
| YTD | +50.6% | +13.3% | +37.2% | +9.3% |
| 1Y | +72.2% | +14.8% | +57.4% | +21.8% |
| All | +72.2% | +14.7% | +57.6% | +21.8% |
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