+1,770.3%
SMCI price history and return analytics
+229.8%
+1,540.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +5.8% |
| 7D | +1.3% | -1.1% | +2.4% | +3.3% |
| 30D | +6.6% | -1.0% | +7.6% | +8.7% |
| 3M | +25.4% | +3.2% | +22.3% | +20.9% |
| 6M | +26.1% | +12.5% | +13.7% | +11.3% |
| YTD | +37.0% | +14.1% | +22.9% | +19.2% |
| 1Y | -8.8% | +18.9% | -27.7% | -24.7% |
| 3Y | +44.6% | +74.1% | -29.5% | -24.8% |
| 5Y | +995.9% | +66.9% | +929.1% | +518.4% |
| All | +1,770.3% | +229.8% | +1,540.6% | +393.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling