+114.7%
SMTC vs VEU
+53.0%
+61.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.7% | -0.5% |
| 7D | +17.5% | -1.9% | +19.4% | +22.0% |
| 30D | +21.3% | -0.7% | +22.0% | +23.5% |
| 3M | +3.1% | +4.9% | -1.7% | -3.1% |
| 6M | +81.7% | +9.8% | +71.9% | +59.2% |
| YTD | +115.9% | +15.3% | +100.6% | +73.0% |
| 1Y | +157.8% | +23.0% | +134.8% | +85.0% |
| 3Y | +557.3% | +73.5% | +483.8% | +177.7% |
| 5Y | +114.7% | +54.5% | +60.2% | +10.2% |
| All | +114.7% | +53.0% | +61.6% | +10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling