+980.0%
SMCI vs VSH
+74.2%
+905.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.1% | +1.1% | +2.8% |
| 7D | +1.3% | +4.8% | -3.5% | -2.0% |
| 30D | +6.6% | -0.7% | +7.3% | +7.0% |
| 3M | +25.4% | -43.1% | +68.5% | +81.4% |
| 6M | +26.1% | +91.8% | -65.6% | -26.8% |
| YTD | +37.0% | +131.6% | -94.6% | -32.7% |
| 1Y | -8.8% | +118.1% | -126.8% | -53.2% |
| 3Y | +44.6% | +40.9% | +3.7% | +4.9% |
| All | +980.0% | +74.2% | +905.8% | +546.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling