+120.1%
SMTC vs ITOT
+74.3%
+45.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +3.4% |
| 7D | +13.1% | -0.9% | +14.0% | +15.1% |
| 30D | +19.5% | -1.5% | +20.9% | +22.9% |
| 3M | +2.2% | +3.6% | -1.3% | -3.3% |
| 6M | +94.9% | +13.7% | +81.2% | +57.1% |
| YTD | +127.0% | +12.9% | +114.0% | +86.3% |
| 1Y | +174.6% | +17.2% | +157.4% | +112.4% |
| 3Y | +615.9% | +75.6% | +540.3% | +213.0% |
| All | +120.1% | +74.3% | +45.8% | +4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling