+2,717.4%
SMCI vs VXUS
+178.6%
+2,538.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.2% |
| 7D | +9.7% | +1.6% | +8.1% | +7.4% |
| 30D | +29.3% | +1.0% | +28.3% | +28.1% |
| 3M | -8.5% | +5.7% | -14.1% | -13.0% |
| 6M | +28.6% | +13.6% | +15.0% | +15.8% |
| YTD | +37.5% | +17.4% | +20.1% | +19.5% |
| 1Y | +0.5% | +25.1% | -24.5% | -18.8% |
| 3Y | +43.4% | +75.8% | -32.4% | -19.7% |
| 5Y | +1,008.2% | +55.4% | +952.8% | +628.5% |
| 10Y | +1,776.0% | +146.4% | +1,629.6% | +661.6% |
| All | +2,717.4% | +178.6% | +2,538.8% | +890.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling