+174.6%
SMTC vs VEU
+23.8%
+150.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +2.7% |
| 7D | +13.1% | -1.4% | +14.5% | +16.8% |
| 30D | +19.5% | -0.4% | +19.9% | +21.1% |
| 3M | +2.2% | +2.5% | -0.3% | -0.8% |
| 6M | +94.9% | +11.1% | +83.7% | +64.6% |
| YTD | +127.0% | +16.5% | +110.4% | +65.8% |
| 1Y | +174.6% | +22.9% | +151.6% | +82.2% |
| All | +174.6% | +23.8% | +150.7% | +82.2% |
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