+5.0%
SMCI vs VT
+74.0%
-69.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | +0.4% |
| 7D | -6.6% | +2.4% | -8.9% | -12.7% |
| 30D | -24.9% | -1.5% | -23.4% | -21.1% |
| 3M | -31.4% | -4.1% | -27.3% | -21.1% |
| 6M | -16.0% | +0.6% | -16.6% | -12.2% |
| YTD | -8.2% | +11.0% | -19.2% | -23.4% |
| 1Y | -23.4% | +13.3% | -36.8% | -39.3% |
| 3Y | +5.0% | +73.4% | -68.4% | -81.0% |
| All | +5.0% | +74.0% | -69.0% | -81.0% |
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