+107.2%
SEMI vs VT
+70.0%
+37.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +1.0% |
| 7D | +2.9% | +1.0% | +1.9% | +1.3% |
| 30D | -0.6% | -0.2% | -0.3% | -0.1% |
| 3M | +1.2% | +4.5% | -3.3% | -5.2% |
| 6M | +30.3% | +14.1% | +16.2% | +6.4% |
| YTD | +26.1% | +14.8% | +11.3% | +2.1% |
| 1Y | +35.9% | +21.2% | +14.7% | +0.9% |
| 3Y | +107.4% | +76.6% | +30.8% | -11.9% |
| All | +107.2% | +70.0% | +37.2% | -6.7% |
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