+40.4%
SMCI vs VXUS
+73.0%
-32.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -1.4% |
| 7D | +5.2% | +0.3% | +4.9% | +4.6% |
| 30D | +23.7% | +0.7% | +23.1% | +22.5% |
| 3M | -4.2% | +4.8% | -9.0% | -11.5% |
| 6M | +21.7% | +11.3% | +10.4% | +3.3% |
| YTD | +33.0% | +16.5% | +16.5% | +2.7% |
| 1Y | -9.3% | +24.3% | -33.6% | -38.4% |
| All | +40.4% | +73.0% | -32.6% | -55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling