-2.7%
SMCI vs VST
-20.6%
+17.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.5% | +1.0% | +2.3% |
| 7D | +6.8% | +8.9% | -2.1% | +1.1% |
| 30D | +30.6% | +6.2% | +24.4% | +25.8% |
| 3M | -15.6% | -2.7% | -12.9% | -13.4% |
| 6M | +21.3% | -8.4% | +29.6% | +30.6% |
| YTD | +35.3% | -7.2% | +42.5% | +43.3% |
| 1Y | -2.7% | -20.9% | +18.2% | +11.2% |
| All | -2.7% | -20.6% | +17.9% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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