+4,495.9%
SMCI vs VLO
+1,066.8%
+3,429.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.3% | -1.6% | +0.6% |
| 7D | +9.7% | +5.8% | +3.9% | +7.7% |
| 30D | +29.3% | +28.3% | +1.0% | +19.0% |
| 3M | -8.5% | +48.7% | -57.2% | -20.4% |
| 6M | +28.6% | +71.9% | -43.3% | +4.9% |
| YTD | +37.5% | +138.7% | -101.1% | -0.2% |
| 1Y | +0.5% | +148.5% | -147.9% | -28.3% |
| 3Y | +43.4% | +192.7% | -149.2% | -5.6% |
| 5Y | +1,008.2% | +601.6% | +406.6% | +413.1% |
| 10Y | +1,776.0% | +900.2% | +875.9% | +565.7% |
| All | +4,495.9% | +1,066.8% | +3,429.1% | +910.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling