+456.3%
VRTX vs SMTC
+504.7%
-48.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.6% |
| 7D | -6.4% | +22.5% | -28.9% | -8.7% |
| 30D | -0.5% | +24.9% | -25.4% | -3.7% |
| 3M | +16.9% | +4.1% | +12.8% | +14.5% |
| 6M | +13.1% | +92.6% | -79.5% | +0.6% |
| YTD | +14.9% | +122.5% | -107.5% | 0.0% |
| 1Y | +31.4% | +166.2% | -134.8% | +10.6% |
| 3Y | +51.9% | +577.2% | -525.3% | -0.8% |
| 5Y | +177.1% | +119.0% | +58.1% | +123.6% |
| 10Y | +456.3% | +527.9% | -71.6% | +218.1% |
| All | +456.3% | +504.7% | -48.4% | +218.1% |
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