+104.9%
SEMI vs VOO
+76.4%
+28.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.6% |
| 7D | -0.9% | -0.8% | -0.1% | +0.3% |
| 30D | -2.0% | -1.1% | -0.9% | -0.3% |
| 3M | -0.6% | +3.9% | -4.5% | -6.0% |
| 6M | +24.3% | +13.6% | +10.7% | +3.2% |
| YTD | +24.6% | +12.7% | +11.9% | +4.9% |
| 1Y | +32.0% | +17.6% | +14.4% | +4.5% |
| 3Y | +105.3% | +77.3% | +28.0% | -8.3% |
| All | +104.9% | +76.4% | +28.5% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling