+114.0%
SMTC vs VO
+43.2%
+70.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.6% | +10.5% | +11.0% |
| 7D | +22.9% | +0.6% | +22.3% | +21.3% |
| 30D | +16.6% | -1.1% | +17.7% | +19.2% |
| 3M | +2.4% | +4.5% | -2.1% | -4.6% |
| 6M | +98.3% | +11.1% | +87.2% | +68.8% |
| YTD | +120.7% | +13.5% | +107.1% | +80.9% |
| 1Y | +168.3% | +14.5% | +153.8% | +117.7% |
| 3Y | +571.7% | +58.1% | +513.6% | +253.1% |
| 5Y | +114.0% | +43.3% | +70.7% | +36.9% |
| All | +114.0% | +43.2% | +70.8% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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