+22.4%
VZ vs SMTC
+50.9%
-28.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +12.7% | -13.7% | +0.1% |
| 7D | +2.1% | -19.0% | +21.1% | +0.6% |
| 30D | +1.4% | -46.7% | +48.1% | -3.0% |
| 3M | -1.3% | -23.4% | +22.2% | -2.5% |
| 6M | -0.5% | -13.4% | +12.9% | -0.6% |
| YTD | +19.6% | +40.1% | -20.4% | +24.5% |
| 1Y | +22.4% | +47.7% | -25.3% | +28.1% |
| All | +22.4% | +50.9% | -28.5% | +28.1% |
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 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