+44.6%
SMCI vs VEA
+75.8%
-31.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +4.9% |
| 7D | +1.3% | -1.5% | +2.7% | +4.9% |
| 30D | +6.6% | -0.8% | +7.5% | +9.1% |
| 3M | +25.4% | +2.5% | +23.0% | +20.8% |
| 6M | +26.1% | +11.1% | +15.0% | +8.9% |
| YTD | +37.0% | +17.2% | +19.8% | +7.4% |
| 1Y | -8.8% | +24.5% | -33.3% | -35.9% |
| 3Y | +44.6% | +75.4% | -30.8% | -51.8% |
| All | +44.6% | +75.8% | -31.2% | -51.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling