+4,477.6%
SMCI vs VYM
+468.9%
+4,008.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +6.5% |
| 7D | +1.3% | -0.8% | +2.1% | +2.4% |
| 30D | +6.6% | -2.2% | +8.9% | +9.7% |
| 3M | +25.4% | +3.1% | +22.4% | +21.5% |
| 6M | +26.1% | +9.7% | +16.4% | +15.5% |
| YTD | +37.0% | +14.9% | +22.1% | +19.5% |
| 1Y | -8.8% | +17.6% | -26.3% | -22.3% |
| 3Y | +44.6% | +65.3% | -20.7% | -15.6% |
| 5Y | +995.9% | +78.7% | +917.2% | +499.1% |
| 10Y | +1,801.4% | +208.2% | +1,593.2% | +467.3% |
| All | +4,477.6% | +468.9% | +4,008.7% | +527.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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