-35.6%
SMCI vs VTEB
+0.7%
-36.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +0.4% | -8.9% | -10.3% |
| 7D | -21.3% | +1.2% | -22.6% | -26.1% |
| 30D | -37.7% | +4.2% | -41.8% | -50.9% |
| 3M | -10.7% | -0.5% | -10.2% | +9.8% |
| 6M | -2.7% | -0.6% | -2.1% | +21.5% |
| YTD | -7.5% | +0.3% | -7.8% | +17.0% |
| 1Y | -35.6% | +0.8% | -36.4% | -18.0% |
| All | -35.6% | +0.7% | -36.2% | -18.0% |
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