-2.7%
SMCI vs VG
+14.1%
-16.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +5.0% | +4.5% |
| 7D | +6.8% | +1.7% | +5.1% | +6.9% |
| 30D | +30.6% | +16.0% | +14.6% | +32.1% |
| 3M | -15.6% | +9.7% | -25.3% | -14.3% |
| 6M | +21.3% | +29.6% | -8.3% | +15.6% |
| YTD | +35.3% | +112.0% | -76.8% | +11.7% |
| 1Y | -2.7% | +12.8% | -15.5% | -4.8% |
| All | -2.7% | +14.1% | -16.9% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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