+1,770.3%
SMCI vs VIG
+250.0%
+1,520.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +6.3% |
| 7D | +1.3% | -1.1% | +2.4% | +2.9% |
| 30D | +6.6% | -2.7% | +9.4% | +10.9% |
| 3M | +25.4% | +2.5% | +22.9% | +21.4% |
| 6M | +26.1% | +9.2% | +16.9% | +14.2% |
| YTD | +37.0% | +9.8% | +27.2% | +24.1% |
| 1Y | -8.8% | +12.4% | -21.1% | -19.5% |
| 3Y | +44.6% | +55.9% | -11.3% | -13.9% |
| 5Y | +995.9% | +63.9% | +932.0% | +530.5% |
| All | +1,770.3% | +250.0% | +1,520.3% | +351.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 10y: compounded portfolio wealth divided by compounded VIG 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…
10y analysis · Full analysis span regression · 6 months rolling