+106.8%
SEMI vs VT
+70.9%
+35.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +1.1% | +0.4% | +0.6% | +0.3% |
| 30D | -0.1% | +1.0% | -1.1% | -1.6% |
| 3M | -3.7% | +2.4% | -6.1% | -6.6% |
| 6M | +26.2% | +12.0% | +14.2% | +6.2% |
| YTD | +25.8% | +15.3% | +10.4% | +1.0% |
| 1Y | +37.7% | +22.6% | +15.1% | +0.5% |
| 3Y | +98.5% | +74.7% | +23.9% | -14.3% |
| All | +106.8% | +70.9% | +35.9% | -7.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling