+204.4%
SMTC vs VIK
+243.7%
-39.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.1% | -5.2% | -4.8% |
| 7D | +11.0% | +2.7% | +8.3% | +9.1% |
| 30D | -28.5% | +8.8% | -37.3% | -32.6% |
| 3M | -14.2% | -15.3% | +1.1% | -4.8% |
| 6M | -18.0% | +9.4% | -27.4% | -24.3% |
| YTD | +55.5% | +25.9% | +29.7% | +27.1% |
| 1Y | +69.5% | +51.0% | +18.5% | +20.0% |
| All | +204.4% | +243.7% | -39.2% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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