+980.0%
SMCI vs VMC
+47.0%
+933.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +6.8% |
| 7D | +1.3% | -3.8% | +5.1% | +3.7% |
| 30D | +6.6% | -9.7% | +16.3% | +13.3% |
| 3M | +25.4% | -9.6% | +35.1% | +31.3% |
| 6M | +26.1% | -4.8% | +31.0% | +27.9% |
| YTD | +37.0% | -10.9% | +47.9% | +43.9% |
| 1Y | -8.8% | -15.6% | +6.8% | -0.8% |
| 3Y | +44.6% | +19.3% | +25.3% | +15.3% |
| All | +980.0% | +47.0% | +933.0% | +641.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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