-2.7%
SMCI vs VRT
+123.1%
-125.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.4% | +0.2% | +2.2% |
| 7D | +6.8% | +9.1% | -2.4% | +1.8% |
| 30D | +30.6% | +0.9% | +29.6% | +29.8% |
| 3M | -15.6% | -13.4% | -2.2% | -9.2% |
| 6M | +21.3% | +11.7% | +9.6% | +16.5% |
| YTD | +35.3% | +73.2% | -38.0% | +5.6% |
| 1Y | -2.7% | +123.4% | -126.1% | -33.6% |
| All | -2.7% | +123.1% | -125.8% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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