-2.7%
SMCI vs VNQ
+9.6%
-12.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.2% | +5.2% |
| 7D | +6.8% | -1.3% | +8.0% | +8.2% |
| 30D | +30.6% | -2.9% | +33.5% | +34.6% |
| 3M | -15.6% | +0.8% | -16.4% | -19.8% |
| 6M | +21.3% | +2.5% | +18.8% | +9.0% |
| YTD | +35.3% | +10.6% | +24.6% | +14.0% |
| 1Y | -2.7% | +9.1% | -11.8% | -18.5% |
| All | -2.7% | +9.6% | -12.3% | -18.5% |
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