-28.8%
SMCI vs VST
-30.9%
+2.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.3% | -7.9% | -5.5% |
| 7D | -6.0% | -0.5% | -5.5% | -6.6% |
| 30D | -31.7% | -17.1% | -14.6% | -22.7% |
| 3M | -8.1% | -4.6% | -3.5% | -6.0% |
| 6M | -19.1% | -9.1% | -10.1% | -13.7% |
| YTD | -2.3% | -16.6% | +14.3% | +10.8% |
| All | -28.8% | -30.9% | +2.0% | -12.3% |
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