+692.0%
SMTC vs VLTO
+70.5%
+621.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.7% | -2.6% |
| 7D | -10.9% | +1.6% | -12.6% | -11.3% |
| 30D | -39.4% | +22.0% | -61.4% | -43.9% |
| 3M | -13.5% | +21.9% | -35.4% | -20.5% |
| 6M | -6.8% | +36.5% | -43.3% | -22.3% |
| YTD | +54.0% | +19.0% | +35.0% | +43.7% |
| 1Y | +50.8% | +21.0% | +29.8% | +38.1% |
| All | +692.0% | +70.5% | +621.4% | +591.8% |
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