+601.8%
SMTC vs VEU
+74.2%
+527.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +2.6% |
| 7D | +22.5% | +0.3% | +22.2% | +21.6% |
| 30D | +24.9% | +0.7% | +24.2% | +23.5% |
| 3M | +4.1% | +4.7% | -0.6% | -3.3% |
| 6M | +92.6% | +11.6% | +80.9% | +58.0% |
| YTD | +122.5% | +16.8% | +105.7% | +63.8% |
| 1Y | +166.2% | +24.9% | +141.4% | +70.0% |
| All | +601.8% | +74.2% | +527.6% | +110.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling