+4,495.9%
SMCI vs VUG
+999.0%
+3,496.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.2% |
| 7D | +9.7% | +0.9% | +8.8% | +8.5% |
| 30D | +29.3% | -1.4% | +30.8% | +32.0% |
| 3M | -8.5% | +2.3% | -10.8% | -9.6% |
| 6M | +28.6% | +15.7% | +12.9% | +12.4% |
| YTD | +37.5% | +8.6% | +28.9% | +30.3% |
| 1Y | +0.5% | +14.1% | -13.5% | -9.3% |
| 3Y | +43.4% | +87.9% | -44.5% | -19.8% |
| 5Y | +1,008.2% | +76.3% | +931.9% | +570.0% |
| 10Y | +1,776.0% | +409.7% | +1,366.4% | +232.9% |
| All | +4,495.9% | +999.0% | +3,496.9% | +201.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling