+4,477.6%
SMCI vs VTRS
-1.9%
+4,479.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +17.5% |
| YTD | +37.0% | +35.7% | +1.3% | +21.7% |
| 1Y | -8.8% | +68.1% | -76.9% | -25.5% |
| 3Y | +44.6% | +87.1% | -42.5% | +11.3% |
| 5Y | +995.9% | +47.6% | +948.3% | +786.1% |
| 10Y | +1,801.4% | -48.2% | +1,849.5% | +1,910.6% |
| All | +4,477.6% | -1.9% | +4,479.5% | +2,445.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling