+4,167.1%
SMCI vs VTV
+435.3%
+3,731.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.2% |
| 7D | -1.3% | -2.1% | +0.8% | +1.1% |
| 30D | +18.3% | -1.3% | +19.6% | +20.2% |
| 3M | +27.7% | +5.6% | +22.1% | +20.7% |
| 6M | +17.6% | +12.4% | +5.2% | +5.3% |
| YTD | +27.7% | +17.6% | +10.1% | +9.2% |
| 1Y | -14.9% | +23.5% | -38.4% | -31.0% |
| 3Y | +33.2% | +67.0% | -33.8% | -21.1% |
| 5Y | +921.6% | +80.5% | +841.1% | +470.6% |
| 10Y | +1,672.4% | +230.6% | +1,441.8% | +429.8% |
| All | +4,167.1% | +435.3% | +3,731.8% | +555.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling