+4,025.5%
SMCI vs VEA
+166.5%
+3,859.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.1% |
| 7D | +1.3% | -1.5% | +2.7% | +3.0% |
| 30D | +6.6% | -0.8% | +7.5% | +7.9% |
| 3M | +25.4% | +2.5% | +23.0% | +23.6% |
| 6M | +26.1% | +11.1% | +15.0% | +18.6% |
| YTD | +37.0% | +17.2% | +19.8% | +22.5% |
| 1Y | -8.8% | +24.5% | -33.3% | -23.1% |
| 3Y | +44.6% | +75.4% | -30.8% | -11.0% |
| 5Y | +995.9% | +61.1% | +934.8% | +649.6% |
| 10Y | +1,801.4% | +163.1% | +1,638.3% | +746.5% |
| All | +4,025.5% | +166.5% | +3,859.0% | +1,487.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling