+143.6%
VLO vs SMTC
+154.8%
-11.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.2% | -9.2% | +0.1% |
| 7D | +5.2% | +12.7% | -7.5% | +5.4% |
| 30D | +22.6% | +22.0% | +0.6% | +22.9% |
| 3M | +43.8% | -12.7% | +56.4% | +42.7% |
| 6M | +65.7% | +64.8% | +1.0% | +71.6% |
| YTD | +131.1% | +100.7% | +30.4% | +138.8% |
| 1Y | +143.6% | +146.9% | -3.3% | +150.3% |
| All | +143.6% | +154.8% | -11.1% | +150.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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