-9.5%
VMC vs SMTC
+154.8%
-164.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +9.2% | -8.3% | +0.6% |
| 7D | -4.3% | +12.7% | -17.1% | -4.8% |
| 30D | -8.2% | +22.0% | -30.2% | -9.1% |
| 3M | -7.0% | -12.7% | +5.6% | -6.0% |
| 6M | -10.8% | +64.8% | -75.5% | -17.3% |
| YTD | -7.4% | +100.7% | -108.1% | -16.2% |
| 1Y | -9.5% | +146.9% | -156.4% | -19.0% |
| All | -9.5% | +154.8% | -164.2% | -19.0% |
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 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