+4,167.1%
SMCI vs VIG
+551.4%
+3,615.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.4% |
| 7D | -1.3% | -2.2% | +0.9% | +1.7% |
| 30D | +18.3% | -3.2% | +21.5% | +23.5% |
| 3M | +27.7% | +3.0% | +24.7% | +23.2% |
| 6M | +17.6% | +8.1% | +9.5% | +8.6% |
| YTD | +27.7% | +9.1% | +18.7% | +17.5% |
| 1Y | -14.9% | +12.6% | -27.4% | -24.5% |
| 3Y | +33.2% | +55.4% | -22.2% | -18.8% |
| 5Y | +921.6% | +62.8% | +858.8% | +504.2% |
| 10Y | +1,672.4% | +246.6% | +1,425.8% | +321.8% |
| All | +4,167.1% | +551.4% | +3,615.7% | +335.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling