+44.6%
SMCI vs VEU
+73.8%
-29.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.2% | +4.7% |
| 7D | +1.3% | -1.4% | +2.7% | +5.1% |
| 30D | +6.6% | -0.4% | +7.0% | +8.3% |
| 3M | +25.4% | +2.5% | +22.9% | +20.4% |
| 6M | +26.1% | +11.1% | +15.0% | +7.4% |
| YTD | +37.0% | +16.5% | +20.5% | +5.8% |
| 1Y | -8.8% | +22.9% | -31.7% | -36.7% |
| 3Y | +44.6% | +73.4% | -28.8% | -54.9% |
| All | +44.6% | +73.8% | -29.2% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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