+538.5%
SMCI vs VT
+53.4%
+485.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +5.7% |
| 7D | -12.7% | -2.3% | -10.4% | -8.1% |
| 30D | -36.0% | -5.0% | -31.0% | -27.8% |
| 3M | -2.1% | -4.9% | +2.8% | +11.4% |
| 6M | -17.0% | -1.5% | -15.5% | -9.2% |
| YTD | -1.7% | +8.5% | -10.2% | -8.5% |
| 1Y | -28.7% | +11.4% | -40.1% | -36.7% |
| 3Y | +13.9% | +70.1% | -56.2% | -49.1% |
| All | +538.5% | +53.4% | +485.1% | +240.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling