+1,474.1%
VTR vs SMTC
+5,495.5%
-4,021.5%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.0% | -10.4% | -1.9% |
| 7D | -2.4% | +22.9% | -25.3% | -5.4% |
| 30D | -3.7% | +16.6% | -20.4% | -6.5% |
| 3M | +13.5% | +2.4% | +11.1% | +10.8% |
| 6M | +7.2% | +98.3% | -91.1% | -6.8% |
| YTD | +17.6% | +120.7% | -103.1% | +0.1% |
| 1Y | +35.4% | +168.3% | -132.9% | +10.9% |
| 3Y | +132.8% | +571.7% | -438.9% | +48.6% |
| 5Y | +88.7% | +114.0% | -25.3% | +40.8% |
| 10Y | +87.6% | +497.0% | -409.4% | +13.8% |
| All | +1,474.1% | +5,495.5% | -4,021.5% | +695.1% |
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 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