+146.9%
SMTC vs VSXY
+224.6%
-77.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.6% | +6.6% | +8.6% |
| 7D | +12.7% | -14.0% | +26.7% | +16.4% |
| 30D | +22.0% | -15.9% | +37.9% | +26.2% |
| 3M | -12.7% | +3.4% | -16.1% | -14.8% |
| 6M | +64.8% | +25.9% | +38.9% | +47.7% |
| YTD | +100.7% | +39.5% | +61.2% | +74.9% |
| 1Y | +146.9% | +194.4% | -47.5% | +75.8% |
| All | +146.9% | +224.6% | -77.7% | +75.8% |
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