-0.9%
VCIT vs SMTC
+50.9%
-51.8%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +12.7% | -12.9% | -0.2% |
| 7D | +0.1% | -19.0% | +19.1% | +0.2% |
| 30D | +1.9% | -46.7% | +48.7% | +2.4% |
| 3M | -1.4% | -23.4% | +22.0% | -1.5% |
| 6M | -2.1% | -13.4% | +11.3% | -2.6% |
| YTD | -1.6% | +40.1% | -41.7% | -3.3% |
| 1Y | -0.9% | +47.7% | -48.6% | -2.6% |
| All | -0.9% | +50.9% | -51.8% | -2.6% |
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