+818.4%
VOO vs SMCI
+3,888.7%
-3,070.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.3% | +2.8% | -0.1% |
| 7D | -0.4% | +5.2% | -5.6% | -0.9% |
| 30D | -1.4% | +23.7% | -25.1% | -3.9% |
| 3M | +3.7% | -4.2% | +7.9% | +2.5% |
| 6M | +13.0% | +21.7% | -8.7% | +6.9% |
| YTD | +12.4% | +33.0% | -20.6% | +4.8% |
| 1Y | +18.6% | -9.3% | +27.9% | +14.7% |
| 3Y | +78.1% | +38.7% | +39.3% | +41.3% |
| 5Y | +82.3% | +967.2% | -884.9% | -0.7% |
| 10Y | +322.5% | +1,745.9% | -1,423.4% | +98.0% |
| All | +818.4% | +3,888.7% | -3,070.3% | +236.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI 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 SMCI 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