+44.6%
SMCI vs VUG
+86.2%
-41.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.3% | +5.2% |
| 7D | +1.3% | -0.5% | +1.8% | +2.6% |
| 30D | +6.6% | -1.0% | +7.6% | +9.3% |
| 3M | +25.4% | +3.5% | +21.9% | +16.2% |
| 6M | +26.1% | +14.2% | +11.9% | +0.2% |
| YTD | +37.0% | +8.5% | +28.5% | +21.8% |
| 1Y | -8.8% | +12.9% | -21.6% | -24.7% |
| 3Y | +44.6% | +85.6% | -41.0% | -61.4% |
| All | +44.6% | +86.2% | -41.6% | -61.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling