-8.8%
SMCI vs VUG
+13.0%
-21.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.3% | +4.9% |
| 7D | +1.3% | -0.5% | +1.8% | +2.7% |
| 30D | +6.6% | -1.0% | +7.6% | +9.6% |
| 3M | +25.4% | +3.5% | +21.9% | +14.7% |
| 6M | +26.1% | +14.2% | +11.9% | -1.5% |
| YTD | +37.0% | +8.5% | +28.5% | +18.2% |
| 1Y | -8.8% | +12.9% | -21.6% | -25.8% |
| All | -8.8% | +13.0% | -21.8% | -25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling