-2.7%
SMCI vs VLTO
-8.3%
+5.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.6% | +6.1% | +3.7% |
| 7D | +6.8% | -2.3% | +9.1% | +5.5% |
| 30D | +30.6% | -0.9% | +31.4% | +30.2% |
| 3M | -15.6% | +13.8% | -29.4% | -10.5% |
| 6M | +21.3% | +2.0% | +19.3% | +21.4% |
| YTD | +35.3% | -3.2% | +38.4% | +32.1% |
| 1Y | -2.7% | -9.2% | +6.4% | -8.7% |
| All | -2.7% | -8.3% | +5.6% | -8.7% |
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