+146.9%
SMTC vs VYM
+21.4%
+125.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.4% | +9.6% | +10.3% |
| 7D | +12.7% | 0.0% | +12.8% | +12.6% |
| 30D | +22.0% | -0.5% | +22.5% | +23.3% |
| 3M | -12.7% | +3.0% | -15.7% | -19.9% |
| 6M | +64.8% | +8.2% | +56.6% | +32.1% |
| YTD | +100.7% | +15.8% | +84.9% | +38.4% |
| 1Y | +146.9% | +20.8% | +126.0% | +60.4% |
| All | +146.9% | +21.4% | +125.4% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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