+339.4%
SMH vs VCIT
+3.7%
+335.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.3% |
| 7D | +5.2% | +0.1% | +5.1% | +5.1% |
| 30D | -1.5% | -0.8% | -0.8% | -0.5% |
| 3M | -4.1% | -0.5% | -3.6% | -3.3% |
| 6M | +50.8% | -1.4% | +52.1% | +54.2% |
| YTD | +59.3% | -0.8% | +60.1% | +61.7% |
| 1Y | +94.1% | +0.3% | +93.8% | +94.4% |
| 3Y | +286.7% | +19.2% | +267.5% | +208.3% |
| 5Y | +339.4% | +3.6% | +335.8% | +290.2% |
| All | +339.4% | +3.7% | +335.7% | +290.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling