-37.6%
SMCI vs VLTO
+18.3%
-55.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.6% | -6.3% | -5.3% |
| 7D | -17.3% | +13.8% | -31.2% | -10.7% |
| 30D | -31.5% | +21.2% | -52.6% | -23.3% |
| 3M | -6.6% | +21.5% | -28.1% | +4.8% |
| 6M | +6.0% | +33.0% | -27.0% | +24.0% |
| YTD | +1.1% | +17.8% | -16.7% | +11.2% |
| 1Y | -37.6% | +18.1% | -55.7% | -31.4% |
| All | -37.6% | +18.3% | -55.9% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling