+1,770.3%
SMCI vs VTV
+234.5%
+1,535.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +6.3% |
| 7D | +1.3% | -1.1% | +2.4% | +2.8% |
| 30D | +6.6% | -1.0% | +7.6% | +8.1% |
| 3M | +25.4% | +4.6% | +20.8% | +18.9% |
| 6M | +26.1% | +13.5% | +12.6% | +10.0% |
| YTD | +37.0% | +18.5% | +18.5% | +14.0% |
| 1Y | -8.8% | +22.9% | -31.6% | -27.3% |
| 3Y | +44.6% | +67.8% | -23.2% | -19.5% |
| 5Y | +995.9% | +81.8% | +914.1% | +471.8% |
| All | +1,770.3% | +234.5% | +1,535.8% | +391.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling