+980.0%
SMCI vs VTRS
+47.1%
+932.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +7.0% |
| 7D | +1.3% | -2.2% | +3.5% | +2.1% |
| 30D | +6.6% | +3.3% | +3.3% | +5.4% |
| 3M | +25.4% | +2.0% | +23.4% | +23.4% |
| 6M | +26.1% | +19.9% | +6.2% | +17.4% |
| YTD | +37.0% | +35.7% | +1.3% | +21.8% |
| 1Y | -8.8% | +68.1% | -76.9% | -25.2% |
| 3Y | +44.6% | +87.1% | -42.5% | +11.9% |
| All | +980.0% | +47.1% | +932.9% | +769.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 5y: compounded portfolio wealth divided by compounded VTRS 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…
5y analysis · Full analysis span regression · 6 months rolling