+57.3%
VZ vs SMTC
+518.9%
-461.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -17.5% | +17.4% | -0.9% |
| 7D | +5.6% | -35.0% | +40.6% | +3.7% |
| 30D | +1.9% | -53.6% | +55.4% | -1.3% |
| 3M | +0.8% | -24.5% | +25.3% | -0.1% |
| 6M | +0.6% | -19.0% | +19.6% | +0.2% |
| YTD | +20.8% | +24.2% | -3.5% | +22.0% |
| 1Y | +23.9% | +35.6% | -11.7% | +25.6% |
| All | +57.3% | +518.9% | -461.6% | +64.3% |
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