+44.6%
SMCI vs VLO
+196.5%
-151.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +7.0% |
| 7D | +1.3% | +5.3% | -4.0% | +0.1% |
| 30D | +6.6% | +18.2% | -11.6% | +2.4% |
| 3M | +25.4% | +53.3% | -27.9% | +12.6% |
| 6M | +26.1% | +70.4% | -44.3% | +7.8% |
| YTD | +37.0% | +143.4% | -106.4% | +1.7% |
| 1Y | -8.8% | +153.0% | -161.8% | -33.6% |
| 3Y | +44.6% | +195.0% | -150.4% | -17.5% |
| All | +44.6% | +196.5% | -151.9% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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