+3,892.8%
SMCI vs VOO
+807.8%
+3,085.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.6% |
| 7D | +5.2% | -0.4% | +5.6% | +5.8% |
| 30D | +23.7% | -1.4% | +25.1% | +26.6% |
| 3M | -4.2% | +3.7% | -7.9% | -7.7% |
| 6M | +21.7% | +13.0% | +8.7% | +6.4% |
| YTD | +33.0% | +12.4% | +20.6% | +17.9% |
| 1Y | -9.3% | +18.6% | -27.9% | -24.8% |
| 3Y | +38.7% | +78.1% | -39.3% | -28.3% |
| 5Y | +967.2% | +82.3% | +884.9% | +451.9% |
| 10Y | +1,745.9% | +322.5% | +1,423.4% | +210.8% |
| All | +3,892.8% | +807.8% | +3,085.0% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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