-2.7%
SMCI vs VSH
+118.1%
-120.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.4% | +0.1% | +1.6% |
| 7D | +6.8% | +4.1% | +2.7% | +4.0% |
| 30D | +30.6% | -4.2% | +34.7% | +33.6% |
| 3M | -15.6% | -50.0% | +34.4% | +31.8% |
| 6M | +21.3% | +80.2% | -58.9% | -25.1% |
| YTD | +35.3% | +121.1% | -85.8% | -29.4% |
| 1Y | -2.7% | +112.0% | -114.7% | -44.7% |
| All | -2.7% | +118.1% | -120.8% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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