+4,167.1%
SMCI vs VTI
+640.9%
+3,526.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.2% |
| 7D | -1.3% | -2.0% | +0.7% | +1.4% |
| 30D | +18.3% | -1.9% | +20.2% | +21.7% |
| 3M | +27.7% | +4.5% | +23.2% | +21.7% |
| 6M | +17.6% | +12.6% | +5.0% | +5.4% |
| YTD | +27.7% | +12.0% | +15.7% | +16.0% |
| 1Y | -14.9% | +17.3% | -32.2% | -26.5% |
| 3Y | +33.2% | +75.3% | -42.2% | -23.7% |
| 5Y | +921.6% | +74.0% | +847.6% | +508.6% |
| 10Y | +1,672.4% | +300.0% | +1,372.4% | +314.9% |
| All | +4,167.1% | +640.9% | +3,526.2% | +328.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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