+4,477.6%
SMCI vs VZ
+295.0%
+4,182.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +6.7% |
| 7D | +1.3% | +0.9% | +0.4% | +0.9% |
| 30D | +6.6% | +7.7% | -1.1% | +3.3% |
| 3M | +25.4% | +9.7% | +15.8% | +19.9% |
| 6M | +26.1% | +3.1% | +23.0% | +22.6% |
| YTD | +37.0% | +30.5% | +6.5% | +18.4% |
| 1Y | -8.8% | +22.5% | -31.3% | -19.1% |
| 3Y | +44.6% | +82.4% | -37.8% | -2.2% |
| 5Y | +995.9% | +28.0% | +967.9% | +787.7% |
| 10Y | +1,801.4% | +67.3% | +1,734.1% | +1,155.5% |
| All | +4,477.6% | +295.0% | +4,182.7% | +1,586.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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