+921.6%
SMCI vs VO
+40.2%
+881.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -2.4% |
| 7D | -1.3% | -2.5% | +1.2% | +3.2% |
| 30D | +18.3% | -3.2% | +21.5% | +25.7% |
| 3M | +27.7% | +3.9% | +23.8% | +20.8% |
| 6M | +17.6% | +9.6% | +7.9% | +5.6% |
| YTD | +27.7% | +11.6% | +16.1% | +12.3% |
| 1Y | -14.9% | +12.6% | -27.5% | -25.9% |
| 3Y | +33.2% | +55.4% | -22.2% | -23.4% |
| 5Y | +921.6% | +41.8% | +879.8% | +577.8% |
| All | +921.6% | +40.2% | +881.4% | +577.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling