+216.7%
SMH vs VCIT
+3.2%
+213.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.8% | +3.8% |
| 7D | -11.2% | +0.1% | -11.3% | -11.4% |
| 30D | -25.8% | +1.9% | -27.7% | -27.8% |
| 3M | -18.8% | -1.4% | -17.4% | -17.2% |
| 6M | -15.6% | -2.1% | -13.5% | -13.0% |
| YTD | +28.8% | -1.6% | +30.5% | +32.2% |
| 1Y | +32.6% | -0.9% | +33.5% | +34.8% |
| 3Y | +213.6% | +20.0% | +193.7% | +147.1% |
| All | +216.7% | +3.2% | +213.5% | +174.6% |
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