-37.6%
SMCI vs VG
+47.2%
-84.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -7.7% | +2.0% | -6.5% |
| 7D | -17.3% | -16.4% | -1.0% | -18.9% |
| 30D | -31.5% | -10.8% | -20.7% | -32.1% |
| 3M | -6.6% | -6.3% | -0.3% | -6.4% |
| 6M | +6.0% | -12.5% | +18.5% | +7.7% |
| YTD | +1.1% | +76.9% | -75.8% | -15.8% |
| 1Y | -37.6% | +51.8% | -89.3% | -46.1% |
| All | -37.6% | +47.2% | -84.7% | -46.1% |
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