+72.2%
SMTC vs VYM
+21.8%
+50.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.2% | -14.1% | -15.5% |
| 7D | -24.5% | +1.2% | -25.7% | -26.6% |
| 30D | -42.5% | +5.2% | -47.7% | -49.8% |
| 3M | -14.1% | +0.5% | -14.6% | -15.4% |
| 6M | +3.6% | +7.7% | -4.1% | -16.2% |
| YTD | +50.6% | +17.2% | +33.4% | -1.3% |
| 1Y | +72.2% | +21.7% | +50.6% | +3.9% |
| All | +72.2% | +21.8% | +50.5% | +3.9% |
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