-23.4%
SMCI vs VXUS
+11.9%
-35.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -6.6% | +2.1% | -8.7% | -12.0% |
| 30D | -24.9% | -1.1% | -23.8% | -22.2% |
| 3M | -31.4% | -5.6% | -25.8% | -17.4% |
| 6M | -16.0% | -2.3% | -13.8% | -5.2% |
| YTD | -8.2% | +10.4% | -18.5% | -22.7% |
| 1Y | -23.4% | +13.1% | -36.5% | -39.0% |
| All | -23.4% | +11.9% | -35.3% | -39.0% |
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