+43.6%
SMCI vs VLTO
+26.2%
+17.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.9% |
| 7D | +9.7% | -1.6% | +11.2% | +10.1% |
| 30D | +29.3% | -2.9% | +32.2% | +30.2% |
| 3M | -8.5% | +12.7% | -21.2% | -12.8% |
| 6M | +28.6% | +1.6% | +27.0% | +27.7% |
| YTD | +37.5% | -4.0% | +41.5% | +39.3% |
| 1Y | +0.5% | -10.2% | +10.7% | +5.2% |
| All | +43.6% | +26.2% | +17.4% | +26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling