+78.8%
VZ vs SMTC
+463.0%
-384.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +9.2% | -10.1% | -0.6% |
| 7D | +0.1% | +12.7% | -12.7% | +0.5% |
| 30D | +7.9% | +22.0% | -14.1% | +8.8% |
| 3M | +13.6% | -12.7% | +26.3% | +13.8% |
| 6M | +1.1% | +64.8% | -63.7% | +3.0% |
| YTD | +29.3% | +100.7% | -71.4% | +32.5% |
| 1Y | +21.2% | +146.9% | -125.7% | +25.0% |
| All | +78.8% | +463.0% | -384.2% | +83.7% |
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