+96.2%
SMH vs VCLT
-0.4%
+96.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.4% |
| 7D | +2.5% | -0.5% | +3.0% | +3.3% |
| 30D | -0.5% | -0.9% | +0.4% | +0.9% |
| 3M | -9.6% | -3.2% | -6.4% | -5.0% |
| 6M | +42.1% | -3.8% | +45.9% | +48.6% |
| YTD | +57.4% | -2.0% | +59.5% | +62.5% |
| 1Y | +96.2% | -0.8% | +97.0% | +104.2% |
| All | +96.2% | -0.4% | +96.6% | +104.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling