+338.0%
SMH vs V
+66.4%
+271.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +4.3% | -2.9% | +7.2% | +6.0% |
| 30D | +0.9% | +1.9% | -1.0% | -0.4% |
| 3M | -2.8% | +13.2% | -16.1% | -10.7% |
| 6M | +45.6% | +16.7% | +28.9% | +30.0% |
| YTD | +59.5% | +5.4% | +54.1% | +51.9% |
| 1Y | +93.4% | +7.7% | +85.8% | +80.3% |
| 3Y | +287.1% | +52.0% | +235.1% | +175.4% |
| 5Y | +338.0% | +67.7% | +270.3% | +178.7% |
| All | +338.0% | +66.4% | +271.6% | +178.7% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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