+948.7%
VTI vs SMTC
+502.1%
+446.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -0.7% |
| 7D | -0.4% | +22.5% | -22.8% | -4.9% |
| 30D | -1.6% | +24.9% | -26.5% | -7.2% |
| 3M | +3.6% | +4.1% | -0.5% | -0.2% |
| 6M | +13.0% | +92.6% | -79.5% | -7.1% |
| YTD | +12.7% | +122.5% | -109.8% | -10.9% |
| 1Y | +18.4% | +166.2% | -147.9% | -11.2% |
| 3Y | +76.4% | +577.2% | -500.7% | -8.4% |
| 5Y | +73.7% | +119.0% | -45.3% | +15.2% |
| 10Y | +302.5% | +527.9% | -225.4% | +88.8% |
| All | +948.7% | +502.1% | +446.6% | +290.7% |
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 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