+35,889.1%
VLO vs SMTC
+62,999.7%
-27,110.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.2% | -9.2% | -1.0% |
| 7D | +5.2% | +12.7% | -7.5% | +3.8% |
| 30D | +22.6% | +22.0% | +0.6% | +19.4% |
| 3M | +43.8% | -12.7% | +56.4% | +43.9% |
| 6M | +65.7% | +64.8% | +1.0% | +53.2% |
| YTD | +131.1% | +100.7% | +30.4% | +108.3% |
| 1Y | +143.6% | +146.9% | -3.3% | +113.5% |
| 3Y | +201.4% | +456.8% | -255.4% | +126.7% |
| 5Y | +568.9% | +89.2% | +479.7% | +455.8% |
| 10Y | +891.8% | +426.9% | +464.9% | +633.3% |
| All | +35,889.1% | +62,999.7% | -27,110.6% | +18,971.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling