+146.9%
SMTC vs VEU
+28.8%
+118.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.5% | +8.7% | +8.0% |
| 7D | +12.7% | +1.1% | +11.6% | +9.9% |
| 30D | +22.0% | +2.2% | +19.8% | +16.8% |
| 3M | -12.7% | +3.0% | -15.7% | -15.8% |
| 6M | +64.8% | +10.9% | +53.9% | +39.4% |
| YTD | +100.7% | +18.2% | +82.5% | +43.8% |
| 1Y | +146.9% | +28.3% | +118.6% | +56.9% |
| All | +146.9% | +28.8% | +118.1% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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