+4,477.6%
SMCI vs VGT
+2,059.5%
+2,418.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.1% | +5.9% |
| 7D | +1.3% | -0.2% | +1.5% | +1.6% |
| 30D | +6.6% | -0.4% | +7.1% | +7.5% |
| 3M | +25.4% | +4.4% | +21.0% | +21.2% |
| 6M | +26.1% | +32.1% | -5.9% | -2.2% |
| YTD | +37.0% | +28.8% | +8.2% | +9.7% |
| 1Y | -8.8% | +35.3% | -44.1% | -30.1% |
| 3Y | +44.6% | +124.8% | -80.2% | -27.6% |
| 5Y | +995.9% | +137.9% | +858.0% | +426.6% |
| 10Y | +1,801.4% | +814.2% | +987.1% | +113.2% |
| All | +4,477.6% | +2,059.5% | +2,418.1% | +82.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling