+1,780.3%
SMCI vs VXUS
+161.8%
+1,618.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -6.6% | +2.1% | -8.7% | -9.1% |
| 30D | -24.9% | -1.1% | -23.8% | -23.5% |
| 3M | -31.4% | -5.6% | -25.8% | -25.0% |
| 6M | -16.0% | -2.3% | -13.8% | -9.8% |
| YTD | -8.2% | +10.4% | -18.5% | -12.5% |
| 1Y | -23.4% | +13.1% | -36.5% | -29.1% |
| 3Y | +5.0% | +68.0% | -63.0% | -36.9% |
| 5Y | +515.0% | +45.8% | +469.2% | +344.3% |
| 10Y | +953.7% | +144.7% | +809.0% | +343.6% |
| All | +1,780.3% | +161.8% | +1,618.5% | +625.6% |
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