+523.6%
SMCI vs VT
+57.0%
+466.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | +0.2% |
| 7D | -6.6% | +2.4% | -8.9% | -11.2% |
| 30D | -24.9% | -1.5% | -23.4% | -21.9% |
| 3M | -31.4% | -4.1% | -27.3% | -23.5% |
| 6M | -16.0% | +0.6% | -16.6% | -12.4% |
| YTD | -8.2% | +11.0% | -19.2% | -18.7% |
| 1Y | -23.4% | +13.3% | -36.8% | -34.7% |
| 3Y | +5.0% | +73.4% | -68.4% | -55.1% |
| All | +523.6% | +57.0% | +466.5% | +216.8% |
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