-20.9%
VST vs SMTC
+154.8%
-175.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +9.2% | -5.7% | +1.2% |
| 7D | +8.9% | +12.7% | -3.8% | +5.7% |
| 30D | +6.2% | +22.0% | -15.8% | -0.3% |
| 3M | -2.7% | -12.7% | +9.9% | -1.5% |
| 6M | -8.4% | +64.8% | -73.1% | -24.4% |
| YTD | -7.2% | +100.7% | -107.9% | -29.8% |
| 1Y | -20.9% | +146.9% | -167.8% | -42.1% |
| All | -20.9% | +154.8% | -175.7% | -42.1% |
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 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