+980.0%
SMCI vs VIG
+63.0%
+917.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +5.9% |
| 7D | +1.3% | -1.1% | +2.4% | +3.5% |
| 30D | +6.6% | -2.7% | +9.4% | +12.4% |
| 3M | +25.4% | +2.5% | +22.9% | +20.0% |
| 6M | +26.1% | +9.2% | +16.9% | +10.3% |
| YTD | +37.0% | +9.8% | +27.2% | +19.8% |
| 1Y | -8.8% | +12.4% | -21.1% | -22.9% |
| 3Y | +44.6% | +55.9% | -11.3% | -27.9% |
| All | +980.0% | +63.0% | +917.0% | +438.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling