-8.8%
SMCI vs VFC
-10.6%
+1.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.4% | +2.9% | +5.5% |
| 7D | +1.3% | -1.4% | +2.7% | +1.9% |
| 30D | +6.6% | -9.0% | +15.6% | +10.6% |
| 3M | +25.4% | -24.2% | +49.6% | +39.5% |
| 6M | +26.1% | -18.5% | +44.6% | +40.2% |
| YTD | +37.0% | -25.9% | +62.9% | +56.6% |
| 1Y | -8.8% | -13.0% | +4.2% | +3.7% |
| All | -8.8% | -10.6% | +1.9% | +3.7% |
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