-2.7%
SMCI vs VTEB
+3.1%
-5.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.2% |
| 7D | +6.8% | -0.8% | +7.5% | +14.1% |
| 30D | +30.6% | -1.3% | +31.9% | +47.0% |
| 3M | -15.6% | -2.1% | -13.4% | +3.3% |
| 6M | +21.3% | -1.7% | +22.9% | +41.9% |
| YTD | +35.3% | -0.6% | +35.8% | +53.9% |
| 1Y | -2.7% | +3.1% | -5.8% | +16.4% |
| All | -2.7% | +3.1% | -5.9% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling