-9.3%
SMCI vs VG
+12.9%
-22.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.8% | -7.1% | -3.0% |
| 7D | +5.2% | +3.8% | +1.4% | +5.5% |
| 30D | +23.7% | +7.2% | +16.5% | +24.3% |
| 3M | -4.2% | +22.8% | -27.0% | -2.0% |
| 6M | +21.7% | +33.2% | -11.5% | +17.5% |
| YTD | +33.0% | +124.8% | -91.8% | +9.1% |
| 1Y | -9.3% | +15.8% | -25.1% | -9.4% |
| All | -9.3% | +12.9% | -22.2% | -9.4% |
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