-14.9%
SMCI vs VRT
+85.0%
-99.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.6% | +1.6% | -0.9% |
| 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% | +35.7% |
| 6M | +17.6% | -8.1% | +25.7% | +23.6% |
| YTD | +27.7% | +53.2% | -25.5% | +6.5% |
| 1Y | -14.9% | +81.7% | -96.5% | -36.6% |
| All | -14.9% | +85.0% | -99.9% | -36.6% |
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