+1,622.6%
SMCI vs VRT
+2,399.5%
-776.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.6% | +1.6% | -1.0% |
| 7D | -1.3% | -7.7% | +6.4% | +2.8% |
| 30D | +18.3% | -12.0% | +30.2% | +26.3% |
| 3M | +27.7% | -11.7% | +39.4% | +34.9% |
| 6M | +17.6% | -8.1% | +25.7% | +22.8% |
| YTD | +27.7% | +53.2% | -25.5% | -1.4% |
| 1Y | -14.9% | +81.7% | -96.5% | -40.8% |
| 3Y | +33.2% | +535.3% | -502.1% | -47.2% |
| 5Y | +921.6% | +916.4% | +5.2% | +199.6% |
| All | +1,622.6% | +2,399.5% | -776.9% | +214.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling