+3,793.0%
SMCI vs VCLT
+102.9%
+3,690.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.2% |
| 7D | +5.2% | 0.0% | +5.2% | +5.2% |
| 30D | +23.7% | +0.1% | +23.6% | +23.7% |
| 3M | -4.2% | -2.9% | -1.3% | -3.1% |
| 6M | +21.7% | -4.0% | +25.7% | +24.1% |
| YTD | +33.0% | -2.2% | +35.3% | +34.9% |
| 1Y | -9.3% | -2.6% | -6.7% | -7.9% |
| 3Y | +38.7% | +12.3% | +26.4% | +37.3% |
| 5Y | +967.2% | -16.4% | +983.5% | +941.8% |
| 10Y | +1,745.9% | +18.1% | +1,727.8% | +1,931.5% |
| All | +3,793.0% | +102.9% | +3,690.1% | +7,355.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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