+54.7%
SMTC vs VLTO
+20.2%
+34.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.8% | +12.0% | +13.3% |
| 7D | -4.8% | +2.0% | -6.9% | -3.9% |
| 30D | -37.8% | +21.8% | -59.6% | -30.7% |
| 3M | -16.5% | +20.2% | -36.7% | -6.7% |
| 6M | -4.4% | +36.3% | -40.7% | +6.0% |
| YTD | +58.0% | +18.8% | +39.2% | +88.6% |
| All | +54.7% | +20.2% | +34.5% | +84.3% |
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