+953.3%
SMTC vs VEU
+192.1%
+761.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.5% | +8.7% | +8.7% |
| 7D | +12.7% | +1.1% | +11.6% | +11.4% |
| 30D | +22.0% | +2.2% | +19.8% | +19.6% |
| 3M | -12.7% | +3.0% | -15.7% | -13.6% |
| 6M | +64.8% | +10.9% | +53.9% | +52.7% |
| YTD | +100.7% | +18.2% | +82.5% | +74.3% |
| 1Y | +146.9% | +28.3% | +118.6% | +98.2% |
| 3Y | +456.8% | +74.6% | +382.2% | +244.9% |
| 5Y | +89.2% | +56.4% | +32.9% | +33.8% |
| 10Y | +426.9% | +153.0% | +273.8% | +165.2% |
| All | +953.3% | +192.1% | +761.2% | +406.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling