+699.7%
SMTC vs VEU
+70.2%
+629.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -3.9% |
| 7D | +11.0% | +2.1% | +8.9% | +6.6% |
| 30D | -28.5% | -0.9% | -27.6% | -25.8% |
| 3M | -14.2% | -5.4% | -8.8% | -0.5% |
| 6M | -18.0% | -1.8% | -16.2% | -9.6% |
| YTD | +55.5% | +10.9% | +44.6% | +31.9% |
| 1Y | +69.5% | +13.6% | +56.0% | +37.0% |
| 3Y | +699.7% | +69.3% | +630.4% | +159.4% |
| All | +699.7% | +70.2% | +629.5% | +159.4% |
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