+20.2%
VZ vs SMTC
+13.5%
+6.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +12.7% | -13.7% | -0.6% |
| 7D | +2.1% | -19.0% | +21.1% | +1.7% |
| 30D | +1.4% | -46.7% | +48.1% | +0.1% |
| 3M | -1.3% | -23.4% | +22.2% | -1.7% |
| 6M | -0.5% | -13.4% | +12.9% | -0.8% |
| YTD | +19.6% | +40.1% | -20.4% | +19.9% |
| 1Y | +22.4% | +47.7% | -25.3% | +22.7% |
| 3Y | +55.9% | +606.9% | -551.0% | +50.6% |
| All | +20.2% | +13.5% | +6.7% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling