-37.6%
SMCI vs VCIT
-0.8%
-36.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.6% | -6.3% | -9.2% |
| 7D | -17.3% | +0.4% | -17.8% | -19.5% |
| 30D | -31.5% | +2.2% | -33.6% | -40.9% |
| 3M | -6.6% | -1.8% | -4.8% | +8.2% |
| 6M | +6.0% | -1.6% | +7.7% | +23.0% |
| YTD | +1.1% | -1.7% | +2.9% | +18.5% |
| 1Y | -37.6% | -0.8% | -36.7% | -30.0% |
| All | -37.6% | -0.8% | -36.8% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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