+29.3%
V vs SMTC
+70.8%
-41.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -12.9% | +16.8% | +3.3% |
| 7D | +9.0% | -24.5% | +33.5% | +8.0% |
| 30D | +18.1% | -42.5% | +60.5% | +16.5% |
| 3M | +18.3% | -14.1% | +32.4% | +17.5% |
| 6M | +34.1% | +3.6% | +30.5% | +28.2% |
| YTD | +25.2% | +50.6% | -25.3% | +14.6% |
| 1Y | +29.3% | +72.2% | -42.9% | +16.4% |
| All | +29.3% | +70.8% | -41.5% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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