-8.8%
SMCI vs VTEB
+0.4%
-9.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +3.9% |
| 7D | +1.3% | -0.9% | +2.2% | +11.0% |
| 30D | +6.6% | -2.5% | +9.1% | +37.6% |
| 3M | +25.4% | -3.0% | +28.4% | +69.6% |
| 6M | +26.1% | -2.1% | +28.3% | +63.8% |
| YTD | +37.0% | -1.5% | +38.5% | +71.3% |
| 1Y | -8.8% | +0.2% | -8.9% | +6.7% |
| All | -8.8% | +0.4% | -9.1% | +6.7% |
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