+228.7%
VTV vs SMTC
+548.2%
-319.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.1% | -4.4% | 0.0% |
| 7D | -1.1% | +13.1% | -14.2% | -2.9% |
| 30D | -1.0% | +19.5% | -20.5% | -4.0% |
| 3M | +4.6% | +2.2% | +2.4% | +2.6% |
| 6M | +13.5% | +94.9% | -81.4% | -0.3% |
| YTD | +18.5% | +127.0% | -108.5% | +1.3% |
| 1Y | +22.9% | +174.6% | -151.7% | +1.2% |
| 3Y | +67.8% | +615.9% | -548.1% | +3.8% |
| 5Y | +81.8% | +125.6% | -43.8% | +40.4% |
| All | +228.7% | +548.2% | -319.5% | +88.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling