+54.2%
VRTX vs SMTC
+556.3%
-502.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +10.0% | -13.1% | -3.5% |
| 7D | -3.4% | +22.9% | -26.4% | -4.3% |
| 30D | +6.6% | +16.6% | -10.0% | +5.7% |
| 3M | +19.4% | +2.4% | +17.0% | +18.7% |
| 6M | +15.8% | +98.3% | -82.5% | +10.0% |
| YTD | +16.7% | +120.7% | -104.0% | +10.0% |
| 1Y | +33.8% | +168.3% | -134.4% | +24.3% |
| 3Y | +54.2% | +571.7% | -517.5% | +32.2% |
| All | +54.2% | +556.3% | -502.1% | +32.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling