+43.4%
SMCI vs VCIT
+18.9%
+24.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +2.0% |
| 7D | +9.7% | +0.1% | +9.6% | +9.3% |
| 30D | +29.3% | -0.8% | +30.1% | +33.0% |
| 3M | -8.5% | -0.5% | -8.0% | -6.4% |
| 6M | +28.6% | -1.4% | +30.0% | +38.2% |
| YTD | +37.5% | -0.8% | +38.3% | +45.2% |
| 1Y | +0.5% | +0.3% | +0.2% | +3.2% |
| 3Y | +43.4% | +19.2% | +24.2% | -1.9% |
| All | +43.4% | +18.9% | +24.5% | -1.9% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling