+3.5%
VRT vs SMTC
+53.1%
-49.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.6% | -1.8% |
| 7D | -17.7% | -10.9% | -6.8% | -12.9% |
| 30D | -20.0% | -39.4% | +19.4% | +0.4% |
| 3M | -28.1% | -13.5% | -14.5% | -25.0% |
| 6M | -42.8% | -6.8% | -36.0% | -44.4% |
| YTD | +20.0% | +54.0% | -34.0% | -15.3% |
| 1Y | +3.5% | +50.8% | -47.3% | -25.7% |
| All | +3.5% | +53.1% | -49.6% | -25.7% |
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