-35.6%
SMCI vs VNQ
+11.6%
-47.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -1.8% | -6.7% | -7.0% |
| 7D | -21.3% | +2.5% | -23.9% | -23.0% |
| 30D | -37.7% | +7.0% | -44.7% | -42.2% |
| 3M | -10.7% | -1.9% | -8.8% | -7.3% |
| 6M | -2.7% | +2.3% | -5.0% | -9.4% |
| YTD | -7.5% | +11.8% | -19.3% | -28.4% |
| 1Y | -35.6% | +11.9% | -47.4% | -50.2% |
| All | -35.6% | +11.6% | -47.2% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling