+4,477.6%
SMCI vs VNQ
+169.0%
+4,308.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +6.8% |
| 7D | +1.3% | -1.3% | +2.6% | +2.1% |
| 30D | +6.6% | -2.6% | +9.2% | +8.4% |
| 3M | +25.4% | -2.0% | +27.5% | +26.5% |
| 6M | +26.1% | +4.3% | +21.8% | +23.4% |
| YTD | +37.0% | +9.2% | +27.8% | +30.6% |
| 1Y | -8.8% | +5.6% | -14.4% | -11.3% |
| 3Y | +44.6% | +30.8% | +13.7% | +24.5% |
| 5Y | +995.9% | +8.0% | +988.0% | +957.1% |
| 10Y | +1,801.4% | +63.7% | +1,737.7% | +1,360.9% |
| All | +4,477.6% | +169.0% | +4,308.7% | +2,243.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling