+78.1%
SEMI vs VT
+60.7%
+17.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.6% |
| 7D | -7.7% | -2.3% | -5.4% | -3.9% |
| 30D | -19.4% | -5.0% | -14.4% | -12.1% |
| 3M | -13.9% | -4.9% | -9.0% | -6.2% |
| 6M | -9.1% | -1.5% | -7.6% | -5.6% |
| YTD | +8.3% | +8.5% | -0.2% | -3.6% |
| 1Y | +8.7% | +11.4% | -2.7% | -7.2% |
| 3Y | +90.9% | +70.1% | +20.8% | -13.3% |
| All | +78.1% | +60.7% | +17.3% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling