+67.1%
V vs SMTC
+110.0%
-42.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +10.0% | -11.7% | -2.4% |
| 7D | -1.1% | +22.9% | -24.0% | -2.6% |
| 30D | +1.9% | +16.6% | -14.8% | +0.4% |
| 3M | +15.5% | +2.4% | +13.1% | +14.3% |
| 6M | +16.6% | +98.3% | -81.7% | +7.4% |
| YTD | +5.7% | +120.7% | -114.9% | -3.7% |
| 1Y | +8.6% | +168.3% | -159.7% | -3.5% |
| 3Y | +52.5% | +571.7% | -519.2% | +11.9% |
| 5Y | +67.1% | +114.0% | -46.9% | +55.1% |
| All | +67.1% | +110.0% | -42.9% | +55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling