+1,770.3%
SMCI vs VUG
+424.7%
+1,345.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.3% | +6.0% |
| 7D | +1.3% | -0.5% | +1.8% | +2.0% |
| 30D | +6.6% | -1.0% | +7.6% | +8.3% |
| 3M | +25.4% | +3.5% | +21.9% | +20.6% |
| 6M | +26.1% | +14.2% | +11.9% | +11.6% |
| YTD | +37.0% | +8.5% | +28.5% | +29.7% |
| 1Y | -8.8% | +12.9% | -21.6% | -16.9% |
| 3Y | +44.6% | +85.6% | -41.0% | -17.4% |
| 5Y | +995.9% | +78.1% | +917.8% | +558.9% |
| All | +1,770.3% | +424.7% | +1,345.6% | +297.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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