+1,777.3%
SMH vs VCIT
+28.6%
+1,748.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +2.5% | -0.3% | +2.9% | +2.9% |
| 30D | -0.5% | -0.8% | +0.3% | +0.5% |
| 3M | -9.6% | -1.0% | -8.6% | -8.4% |
| 6M | +42.1% | -1.8% | +43.9% | +45.7% |
| YTD | +57.4% | -0.7% | +58.1% | +59.4% |
| 1Y | +96.2% | +1.0% | +95.2% | +95.0% |
| 3Y | +267.9% | +18.8% | +249.1% | +203.3% |
| 5Y | +327.7% | +3.5% | +324.2% | +301.1% |
| All | +1,777.3% | +28.6% | +1,748.7% | +1,650.9% |
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