+1,002.6%
VST vs SMTC
+272.5%
+730.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +12.7% | -2.2% | +7.2% |
| 7D | -9.8% | -19.0% | +9.2% | -4.7% |
| 30D | -25.1% | -46.7% | +21.6% | -12.5% |
| 3M | -11.6% | -23.4% | +11.8% | -7.1% |
| 6M | -20.9% | -13.4% | -7.5% | -21.2% |
| YTD | -22.3% | +40.1% | -62.4% | -32.7% |
| 1Y | -32.0% | +47.7% | -79.7% | -42.1% |
| 3Y | +262.4% | +606.9% | -344.5% | +116.7% |
| 5Y | +563.4% | +14.4% | +549.0% | +440.1% |
| 10Y | +1,120.7% | +322.5% | +798.2% | +655.9% |
| All | +1,002.6% | +272.5% | +730.1% | +565.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling