+0.5%
SMCI vs VST
-19.6%
+20.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +0.7% |
| 7D | +9.7% | +9.9% | -0.2% | +3.3% |
| 30D | +29.3% | +7.9% | +21.4% | +23.4% |
| 3M | -8.5% | +3.4% | -11.9% | -9.4% |
| 6M | +28.6% | -4.1% | +32.7% | +36.2% |
| YTD | +37.5% | -5.7% | +43.2% | +44.3% |
| 1Y | +0.5% | -18.9% | +19.4% | +13.7% |
| All | +0.5% | -19.6% | +20.1% | +13.7% |
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