+322.8%
SMTC vs VIK
+221.3%
+101.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.1% |
| 7D | +17.5% | -1.8% | +19.4% | +19.1% |
| 30D | +21.3% | -17.3% | +38.6% | +37.5% |
| 3M | +3.1% | -5.1% | +8.2% | +6.6% |
| 6M | +81.7% | +16.2% | +65.5% | +60.0% |
| YTD | +115.9% | +17.6% | +98.3% | +85.9% |
| 1Y | +157.8% | +33.5% | +124.3% | +99.8% |
| All | +322.8% | +221.3% | +101.5% | +138.0% |
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