+921.6%
SMCI vs VLO
+600.5%
+321.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.8% |
| 7D | -1.3% | +4.0% | -5.3% | -2.2% |
| 30D | +18.3% | +19.0% | -0.7% | +13.5% |
| 3M | +27.7% | +50.0% | -22.3% | +15.4% |
| 6M | +17.6% | +79.1% | -61.6% | -0.3% |
| YTD | +27.7% | +140.3% | -112.6% | -1.3% |
| 1Y | -14.9% | +148.3% | -163.2% | -35.0% |
| 3Y | +33.2% | +194.6% | -161.4% | -6.2% |
| 5Y | +921.6% | +609.6% | +312.0% | +449.3% |
| All | +921.6% | +600.5% | +321.1% | +449.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling