+967.2%
SMCI vs VRT
+928.6%
+38.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.6% | +6.3% | +2.0% |
| 7D | +5.2% | +2.4% | +2.8% | +3.6% |
| 30D | +23.7% | -2.7% | +26.4% | +25.2% |
| 3M | -4.2% | -9.2% | +5.0% | +0.3% |
| 6M | +21.7% | -0.5% | +22.2% | +21.8% |
| YTD | +33.0% | +62.3% | -29.3% | -1.3% |
| 1Y | -9.3% | +109.6% | -118.9% | -42.5% |
| 3Y | +38.7% | +573.1% | -534.4% | -46.6% |
| 5Y | +967.2% | +953.6% | +13.5% | +206.0% |
| All | +967.2% | +928.6% | +38.6% | +206.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling