+58.2%
VZ vs SMTC
+772.6%
-714.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +10.3% | -9.7% | +1.1% |
| 7D | +0.9% | +12.9% | -11.9% | +1.7% |
| 30D | +8.9% | -25.6% | +34.5% | +7.9% |
| 3M | +0.1% | -4.5% | +4.7% | +0.5% |
| 6M | +1.9% | -8.3% | +10.2% | +2.5% |
| YTD | +22.0% | +69.9% | -47.9% | +25.3% |
| 1Y | +22.1% | +73.9% | -51.8% | +25.6% |
| All | +58.2% | +772.6% | -714.4% | +70.2% |
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