+72.2%
SMTC vs VSXY
+210.1%
-137.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +8.4% | -21.3% | -14.6% |
| 7D | -24.5% | +14.2% | -38.7% | -26.8% |
| 30D | -42.5% | +21.9% | -64.3% | -45.1% |
| 3M | -14.1% | +22.1% | -36.2% | -18.7% |
| 6M | +3.6% | +116.7% | -113.1% | -16.9% |
| YTD | +50.6% | +101.1% | -50.5% | +21.6% |
| 1Y | +72.2% | +208.0% | -135.8% | +34.8% |
| All | +72.2% | +210.1% | -137.9% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 1y: compounded portfolio wealth divided by compounded VSXY 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…
1y analysis · Full analysis span regression · 6 months rolling