+1,487.3%
SMH vs VCIT
+30.3%
+1,457.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | 0.0% |
| 7D | -6.7% | +0.1% | -6.8% | -6.9% |
| 30D | -19.8% | +1.1% | -21.0% | -21.0% |
| 3M | -15.1% | -1.4% | -13.7% | -13.8% |
| 6M | -14.6% | -2.3% | -12.3% | -12.2% |
| YTD | +34.3% | -1.8% | +36.1% | +37.6% |
| 1Y | +35.2% | -1.0% | +36.2% | +37.3% |
| 3Y | +211.7% | +19.3% | +192.4% | +155.8% |
| 5Y | +240.5% | +3.8% | +236.7% | +218.5% |
| 10Y | +1,487.3% | +30.6% | +1,456.8% | +1,404.3% |
| All | +1,487.3% | +30.3% | +1,457.1% | +1,404.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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