+2,263.1%
VGT vs SMTC
+563.5%
+1,699.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.0% | -10.1% | -3.2% |
| 7D | +1.8% | +22.9% | -21.1% | -4.8% |
| 30D | -0.3% | +16.6% | -17.0% | -6.3% |
| 3M | +3.4% | +2.4% | +1.0% | -0.7% |
| 6M | +35.0% | +98.3% | -63.3% | +2.8% |
| YTD | +28.8% | +120.7% | -91.9% | -5.9% |
| 1Y | +38.0% | +168.3% | -130.3% | -6.6% |
| 3Y | +125.8% | +571.7% | -445.9% | -7.5% |
| 5Y | +134.7% | +114.0% | +20.7% | +38.9% |
| 10Y | +792.6% | +497.0% | +295.6% | +227.2% |
| All | +2,263.1% | +563.5% | +1,699.6% | +548.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling