+120.1%
SMTC vs VTEB
+1.2%
+118.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +4.3% |
| 7D | +13.1% | -0.9% | +14.0% | +15.5% |
| 30D | +19.5% | -2.5% | +22.0% | +26.5% |
| 3M | +2.2% | -3.0% | +5.2% | +9.5% |
| 6M | +94.9% | -2.1% | +97.0% | +105.5% |
| YTD | +127.0% | -1.5% | +128.4% | +136.3% |
| 1Y | +174.6% | +0.2% | +174.4% | +176.2% |
| 3Y | +615.9% | +8.6% | +607.4% | +492.0% |
| All | +120.1% | +1.2% | +118.9% | +88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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