+382.8%
SMTC vs VLTO
+55.4%
+327.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.5% | -4.2% |
| 7D | +30.5% | +0.8% | +29.7% | +30.2% |
| 30D | -30.9% | +18.7% | -49.6% | -36.6% |
| 3M | -14.7% | +21.7% | -36.4% | -23.4% |
| 6M | -9.6% | +35.8% | -45.4% | -27.2% |
| YTD | +62.1% | +18.3% | +43.8% | +47.2% |
| 1Y | +66.6% | +20.9% | +45.7% | +47.5% |
| 3Y | +718.1% | +68.8% | +649.2% | +416.6% |
| All | +382.8% | +55.4% | +327.4% | +247.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling