-2.7%
SMCI vs VFC
-6.8%
+4.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.4% | +2.2% | +3.6% |
| 7D | +6.8% | -1.6% | +8.4% | +7.4% |
| 30D | +30.6% | -11.6% | +42.2% | +36.8% |
| 3M | -15.6% | -18.1% | +2.5% | -8.8% |
| 6M | +21.3% | -27.4% | +48.6% | +35.8% |
| YTD | +35.3% | -24.8% | +60.1% | +53.2% |
| 1Y | -2.7% | -8.2% | +5.5% | +9.7% |
| All | -2.7% | -6.8% | +4.1% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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