+68.4%
VXUS vs SMTC
+709.5%
-641.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.9% | -0.4% |
| 7D | +0.5% | -10.9% | +11.4% | +1.2% |
| 30D | -2.5% | -39.4% | +36.9% | +1.5% |
| 3M | -4.6% | -13.5% | +8.9% | -4.6% |
| 6M | -2.6% | -6.8% | +4.2% | -4.1% |
| YTD | +10.4% | +54.0% | -43.6% | +3.2% |
| 1Y | +12.9% | +50.8% | -37.9% | +5.6% |
| 3Y | +68.4% | +677.3% | -608.9% | +28.5% |
| All | +68.4% | +709.5% | -641.1% | +28.5% |
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