+3,699.2%
SMCI vs VT
+346.0%
+3,353.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +5.9% |
| 7D | -12.7% | -2.3% | -10.4% | -10.0% |
| 30D | -36.0% | -5.0% | -31.0% | -31.3% |
| 3M | -2.1% | -4.9% | +2.8% | +5.7% |
| 6M | -17.0% | -1.5% | -15.5% | -12.1% |
| YTD | -1.7% | +8.5% | -10.2% | -5.0% |
| 1Y | -28.7% | +11.4% | -40.1% | -33.0% |
| 3Y | +13.9% | +70.1% | -56.2% | -29.8% |
| 5Y | +517.4% | +53.7% | +463.7% | +341.1% |
| 10Y | +1,204.3% | +220.0% | +984.4% | +345.1% |
| All | +3,699.2% | +346.0% | +3,353.2% | +712.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling