+1,523.4%
SMH vs VCIT
+30.9%
+1,492.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.8% | +4.8% |
| 7D | +0.5% | -0.5% | +1.0% | +1.1% |
| 30D | -14.2% | +1.5% | -15.7% | -15.8% |
| 3M | -11.5% | -1.0% | -10.6% | -10.6% |
| 6M | -12.0% | -1.7% | -10.4% | -10.2% |
| YTD | +40.8% | -1.4% | +42.1% | +43.4% |
| 1Y | +44.9% | -0.9% | +45.8% | +47.0% |
| 3Y | +226.7% | +19.8% | +206.9% | +166.6% |
| 5Y | +250.6% | +4.6% | +246.0% | +225.2% |
| 10Y | +1,523.4% | +31.5% | +1,491.9% | +1,416.5% |
| All | +1,523.4% | +30.9% | +1,492.5% | +1,416.5% |
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