-37.6%
SMCI vs VEA
+20.4%
-58.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.1% | -7.8% | -11.4% |
| 7D | -17.3% | +0.7% | -18.0% | -19.3% |
| 30D | -31.5% | -0.4% | -31.0% | -30.7% |
| 3M | -6.6% | -1.7% | -4.9% | -0.8% |
| 6M | +6.0% | +5.1% | +0.9% | -1.1% |
| YTD | +1.1% | +14.4% | -13.3% | -21.6% |
| 1Y | -37.6% | +20.5% | -58.1% | -56.0% |
| All | -37.6% | +20.4% | -58.0% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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