+1,776.0%
SMCI vs VT
+221.4%
+1,554.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.5% |
| 7D | +9.7% | +1.0% | +8.7% | +7.9% |
| 30D | +29.3% | -0.2% | +29.6% | +30.2% |
| 3M | -8.5% | +4.5% | -13.0% | -12.8% |
| 6M | +28.6% | +14.1% | +14.5% | +10.9% |
| YTD | +37.5% | +14.8% | +22.8% | +18.4% |
| 1Y | +0.5% | +21.2% | -20.6% | -19.5% |
| 3Y | +43.4% | +76.6% | -33.1% | -27.0% |
| 5Y | +1,008.2% | +66.6% | +941.6% | +524.2% |
| 10Y | +1,776.0% | +222.3% | +1,553.8% | +402.7% |
| All | +1,776.0% | +221.4% | +1,554.6% | +402.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling