+119.0%
SMTC vs VIG
+62.2%
+56.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.9% |
| 7D | +22.5% | -1.2% | +23.6% | +25.1% |
| 30D | +24.9% | -2.8% | +27.7% | +31.7% |
| 3M | +4.1% | +2.5% | +1.6% | -1.5% |
| 6M | +92.6% | +8.1% | +84.5% | +66.4% |
| YTD | +122.5% | +9.6% | +112.9% | +88.0% |
| 1Y | +166.2% | +14.2% | +152.1% | +109.2% |
| 3Y | +577.2% | +56.1% | +521.1% | +231.5% |
| 5Y | +119.0% | +62.8% | +56.1% | +5.6% |
| All | +119.0% | +62.2% | +56.7% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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