+4,344.1%
SMCI vs VEU
+177.3%
+4,166.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -2.5% |
| 7D | +5.2% | +0.3% | +4.9% | +4.9% |
| 30D | +23.7% | +0.7% | +23.1% | +23.3% |
| 3M | -4.2% | +4.7% | -8.9% | -7.0% |
| 6M | +21.7% | +11.6% | +10.1% | +14.2% |
| YTD | +33.0% | +16.8% | +16.2% | +19.7% |
| 1Y | -9.3% | +24.9% | -34.2% | -23.3% |
| 3Y | +38.7% | +75.7% | -37.0% | -12.6% |
| 5Y | +967.2% | +56.1% | +911.0% | +668.3% |
| 10Y | +1,745.9% | +153.6% | +1,592.3% | +789.5% |
| All | +4,344.1% | +177.3% | +4,166.8% | +1,584.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling