+1,745.9%
SMCI vs VCIT
+29.2%
+1,716.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.0% |
| 7D | +5.2% | -0.2% | +5.4% | +5.6% |
| 30D | +23.7% | -0.5% | +24.3% | +25.0% |
| 3M | -4.2% | -0.9% | -3.3% | -2.4% |
| 6M | +21.7% | -1.9% | +23.7% | +27.8% |
| YTD | +33.0% | -1.0% | +34.0% | +37.5% |
| 1Y | -9.3% | +0.2% | -9.5% | -7.9% |
| 3Y | +38.7% | +19.0% | +19.7% | +12.4% |
| 5Y | +967.2% | +3.1% | +964.1% | +913.9% |
| 10Y | +1,745.9% | +29.8% | +1,716.1% | +1,486.2% |
| All | +1,745.9% | +29.2% | +1,716.7% | +1,486.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling