+944.9%
SMTC vs VTEB
+26.0%
+918.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.3% |
| 7D | +22.5% | -0.7% | +23.2% | +23.2% |
| 30D | +24.9% | -2.1% | +27.0% | +27.1% |
| 3M | +4.1% | -2.7% | +6.7% | +6.5% |
| 6M | +92.6% | -2.1% | +94.7% | +96.3% |
| YTD | +122.5% | -1.1% | +123.6% | +125.2% |
| 1Y | +166.2% | +1.3% | +164.9% | +164.5% |
| 3Y | +577.2% | +9.0% | +568.2% | +539.2% |
| 5Y | +119.0% | +1.5% | +117.5% | +111.0% |
| 10Y | +527.9% | +18.5% | +509.4% | +589.3% |
| All | +944.9% | +26.0% | +918.9% | +1,410.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling