+980.0%
SMCI vs VGT
+136.3%
+843.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.1% | +5.3% |
| 7D | +1.3% | -0.2% | +1.5% | +1.7% |
| 30D | +6.6% | -0.4% | +7.1% | +7.7% |
| 3M | +25.4% | +4.4% | +21.0% | +19.0% |
| 6M | +26.1% | +32.1% | -5.9% | -11.5% |
| YTD | +37.0% | +28.8% | +8.2% | +0.1% |
| 1Y | -8.8% | +35.3% | -44.1% | -37.4% |
| 3Y | +44.6% | +124.8% | -80.2% | -43.0% |
| All | +980.0% | +136.3% | +843.7% | +315.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 5y: compounded portfolio wealth divided by compounded VGT 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…
5y analysis · Full analysis span regression · 6 months rolling