+1,770.3%
SMCI vs VO
+200.3%
+1,570.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +6.2% |
| 7D | +1.3% | -1.5% | +2.8% | +3.6% |
| 30D | +6.6% | -3.0% | +9.7% | +11.5% |
| 3M | +25.4% | +2.8% | +22.6% | +21.8% |
| 6M | +26.1% | +10.9% | +15.2% | +14.2% |
| YTD | +37.0% | +12.5% | +24.5% | +22.7% |
| 1Y | -8.8% | +12.0% | -20.7% | -17.4% |
| 3Y | +44.6% | +56.3% | -11.7% | -8.1% |
| 5Y | +995.9% | +42.9% | +953.0% | +683.9% |
| All | +1,770.3% | +200.3% | +1,570.1% | +486.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling