+21.7%
SMCI vs VMC
-7.7%
+29.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.3% | 0.0% | -2.2% |
| 7D | +5.2% | -5.3% | +10.5% | +7.1% |
| 30D | +23.7% | -12.3% | +36.0% | +28.7% |
| 3M | -4.2% | -10.3% | +6.1% | -2.9% |
| 6M | +21.7% | -8.6% | +30.3% | +19.9% |
| All | +21.7% | -7.7% | +29.4% | +19.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling