+130.8%
VTR vs SMTC
+546.3%
-415.5%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.9% | +4.1% | +1.3% |
| 7D | -1.8% | +17.5% | -19.3% | -2.3% |
| 30D | +4.0% | +21.3% | -17.3% | +3.2% |
| 3M | +7.8% | +3.1% | +4.7% | +7.4% |
| 6M | +6.4% | +81.7% | -75.3% | +2.1% |
| YTD | +18.3% | +115.9% | -97.6% | +12.3% |
| 1Y | +33.9% | +157.8% | -123.9% | +25.4% |
| All | +130.8% | +546.3% | -415.5% | +75.5% |
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