+1,187.3%
VUG vs SMTC
+367.5%
+819.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.1% | +0.1% |
| 7D | +2.5% | +11.0% | -8.5% | -0.4% |
| 30D | -6.3% | -28.5% | +22.2% | 0.0% |
| 3M | -6.0% | -14.2% | +8.2% | -6.1% |
| 6M | -3.5% | -18.0% | +14.5% | -5.3% |
| YTD | +3.9% | +55.5% | -51.6% | -15.4% |
| 1Y | +5.1% | +69.5% | -64.4% | -16.8% |
| 3Y | +77.9% | +699.7% | -621.8% | -22.2% |
| 5Y | +62.4% | +27.4% | +35.0% | +16.5% |
| 10Y | +399.4% | +335.7% | +63.7% | +125.9% |
| All | +1,187.3% | +367.5% | +819.8% | +349.0% |
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