+72.2%
SMTC vs VLTO
+18.3%
+53.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +0.6% | -13.5% | -12.6% |
| 7D | -24.5% | +13.8% | -38.3% | -18.3% |
| 30D | -42.5% | +21.2% | -63.6% | -35.9% |
| 3M | -14.1% | +21.5% | -35.6% | -3.9% |
| 6M | +3.6% | +33.0% | -29.4% | +16.0% |
| YTD | +50.6% | +17.8% | +32.8% | +79.3% |
| 1Y | +72.2% | +18.1% | +54.1% | +106.0% |
| All | +72.2% | +18.3% | +53.9% | +106.0% |
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