+530.1%
SMTC vs ITOT
+303.4%
+226.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +3.6% |
| 7D | +13.1% | -0.9% | +14.0% | +14.9% |
| 30D | +19.5% | -1.5% | +20.9% | +22.5% |
| 3M | +2.2% | +3.6% | -1.3% | -2.5% |
| 6M | +94.9% | +13.7% | +81.2% | +61.8% |
| YTD | +127.0% | +12.9% | +114.0% | +91.5% |
| 1Y | +174.6% | +17.2% | +157.4% | +120.0% |
| 3Y | +615.9% | +75.6% | +540.3% | +236.2% |
| 5Y | +125.6% | +75.5% | +50.1% | +9.2% |
| All | +530.1% | +303.4% | +226.7% | -0.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling