+0.5%
SMCI vs VT
+21.4%
-20.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +3.5% |
| 7D | +9.7% | +1.0% | +8.7% | +5.6% |
| 30D | +29.3% | -0.2% | +29.6% | +31.0% |
| 3M | -8.5% | +4.5% | -13.0% | -19.3% |
| 6M | +28.6% | +14.1% | +14.5% | -9.0% |
| YTD | +37.5% | +14.8% | +22.8% | -3.8% |
| 1Y | +0.5% | +21.2% | -20.6% | -36.2% |
| All | +0.5% | +21.4% | -20.8% | -36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling