+21.0%
SMCI vs VG
-38.0%
+59.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.5% | +1.4% |
| 7D | +9.7% | -2.5% | +12.2% | +10.0% |
| 30D | +29.3% | +11.1% | +18.2% | +27.5% |
| 3M | -8.5% | +14.9% | -23.4% | -10.8% |
| 6M | +28.6% | +18.4% | +10.2% | +17.2% |
| YTD | +37.5% | +116.6% | -79.0% | +1.9% |
| 1Y | +0.5% | +9.4% | -8.8% | -8.9% |
| All | +21.0% | -38.0% | +59.0% | +35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling