-14.9%
SMCI vs VXUS
+21.8%
-36.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -0.2% |
| 7D | -1.3% | -1.9% | +0.6% | +4.7% |
| 30D | +18.3% | -0.7% | +19.0% | +21.8% |
| 3M | +27.7% | +4.9% | +22.8% | +13.2% |
| 6M | +17.6% | +9.7% | +7.9% | -0.6% |
| YTD | +27.7% | +15.0% | +12.7% | -5.4% |
| All | -14.9% | +21.8% | -36.8% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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