+48.0%
SMCI vs VT
+77.9%
-29.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.6% | +4.6% |
| 7D | +6.8% | +0.4% | +6.3% | +5.4% |
| 30D | +30.6% | +1.0% | +29.6% | +27.7% |
| 3M | -15.6% | +2.4% | -18.0% | -18.2% |
| 6M | +21.3% | +12.0% | +9.3% | -4.0% |
| YTD | +35.3% | +15.3% | +19.9% | 0.0% |
| 1Y | -2.7% | +22.6% | -25.3% | -38.0% |
| All | +48.0% | +77.9% | -29.9% | -63.8% |
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