+42.5%
VG vs SMTC
+53.1%
-10.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.5% | +4.2% | +1.7% |
| 7D | -7.7% | -10.9% | +3.2% | -8.0% |
| 30D | -8.8% | -39.4% | +30.6% | -11.4% |
| 3M | -15.6% | -13.5% | -2.1% | -14.8% |
| 6M | +5.2% | -6.8% | +12.1% | +12.7% |
| YTD | +76.9% | +54.0% | +22.9% | +107.4% |
| 1Y | +42.5% | +50.8% | -8.3% | +66.9% |
| All | +42.5% | +53.1% | -10.6% | +66.9% |
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