+4,477.6%
SMCI vs VTR
+342.0%
+4,135.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +7.5% |
| 7D | +1.3% | -0.3% | +1.6% | +1.4% |
| 30D | +6.6% | +1.1% | +5.5% | +6.2% |
| 3M | +25.4% | +7.9% | +17.5% | +21.2% |
| 6M | +26.1% | +6.2% | +20.0% | +21.9% |
| YTD | +37.0% | +17.7% | +19.3% | +27.5% |
| 1Y | -8.8% | +32.9% | -41.7% | -19.1% |
| 3Y | +44.6% | +129.7% | -85.1% | +2.3% |
| 5Y | +995.9% | +89.3% | +906.6% | +716.5% |
| 10Y | +1,801.4% | +99.1% | +1,702.3% | +1,123.7% |
| All | +4,477.6% | +342.0% | +4,135.7% | +1,841.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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