-30.9%
SMCI vs VG
+35.0%
-65.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.5% | -2.7% |
| 7D | -11.5% | -7.7% | -3.8% | -12.3% |
| 30D | -33.6% | -8.8% | -24.8% | -34.1% |
| 3M | -11.7% | -15.6% | +4.0% | -13.2% |
| 6M | -21.4% | +5.2% | -26.7% | -18.5% |
| YTD | -5.1% | +76.9% | -82.0% | -19.2% |
| 1Y | -30.9% | +42.5% | -73.4% | -38.2% |
| All | -30.9% | +35.0% | -65.9% | -38.2% |
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