+120.6%
VLO vs SMTC
+70.8%
+49.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -12.9% | +7.2% | -5.6% |
| 7D | -6.0% | -24.5% | +18.5% | -5.8% |
| 30D | -12.9% | -42.5% | +29.6% | -12.7% |
| 3M | +18.3% | -14.1% | +32.4% | +19.5% |
| 6M | +46.4% | +3.6% | +42.8% | +52.6% |
| YTD | +127.7% | +50.6% | +77.2% | +146.7% |
| 1Y | +120.6% | +72.2% | +48.4% | +138.9% |
| All | +120.6% | +70.8% | +49.8% | +138.9% |
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