+13.9%
SMCI vs VT
+69.7%
-55.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +5.5% |
| 7D | -12.7% | -2.3% | -10.4% | -6.8% |
| 30D | -36.0% | -5.0% | -31.0% | -25.2% |
| 3M | -2.1% | -4.9% | +2.8% | +15.4% |
| 6M | -17.0% | -1.5% | -15.5% | -7.7% |
| YTD | -1.7% | +8.5% | -10.2% | -12.2% |
| 1Y | -28.7% | +11.4% | -40.1% | -40.3% |
| 3Y | +13.9% | +70.1% | -56.2% | -75.2% |
| All | +13.9% | +69.7% | -55.9% | -75.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling