+25.2%
VZ vs SMTC
+70.8%
-45.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -12.9% | +15.0% | +0.9% |
| 7D | +6.9% | -24.5% | +31.4% | +4.5% |
| 30D | +2.3% | -42.5% | +44.7% | -1.7% |
| 3M | 0.0% | -14.1% | +14.1% | -0.5% |
| 6M | +0.2% | +3.6% | -3.4% | +1.1% |
| YTD | +20.9% | +50.6% | -29.7% | +25.9% |
| 1Y | +25.2% | +72.2% | -47.0% | +32.5% |
| All | +25.2% | +70.8% | -45.6% | +32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling