+90.8%
SMTC vs VT
+66.2%
+24.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.2% | +9.3% |
| 7D | +12.7% | +0.4% | +12.3% | +11.6% |
| 30D | +22.0% | +1.0% | +21.0% | +19.7% |
| 3M | -12.7% | +2.4% | -15.1% | -14.8% |
| 6M | +64.8% | +12.0% | +52.8% | +35.5% |
| YTD | +100.7% | +15.3% | +85.4% | +55.7% |
| 1Y | +146.9% | +22.6% | +124.3% | +70.8% |
| 3Y | +456.8% | +74.7% | +382.1% | +122.4% |
| All | +90.8% | +66.2% | +24.6% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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