+494.6%
VRTX vs SMTC
+382.5%
+112.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.3% | -10.5% | -1.2% |
| 7D | -0.4% | +12.9% | -13.2% | -2.0% |
| 30D | +7.9% | -25.6% | +33.5% | +10.3% |
| 3M | +3.3% | -4.5% | +7.8% | +1.5% |
| 6M | +25.7% | -8.3% | +34.0% | +22.0% |
| YTD | +20.7% | +69.9% | -49.3% | +6.6% |
| 1Y | +27.4% | +73.9% | -46.5% | +11.9% |
| 3Y | +46.4% | +757.7% | -711.3% | -10.6% |
| 5Y | +194.3% | +38.7% | +155.6% | +154.4% |
| 10Y | +494.6% | +376.1% | +118.5% | +313.7% |
| All | +494.6% | +382.5% | +112.1% | +313.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling