+43.4%
SMH vs VCLT
-3.2%
+46.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.8% | -4.0% |
| 7D | -11.2% | +0.4% | -11.6% | -11.6% |
| 30D | -20.4% | +3.9% | -24.4% | -24.9% |
| 3M | -12.4% | -1.9% | -10.5% | -8.9% |
| 6M | -0.5% | -2.6% | +2.1% | +5.3% |
| YTD | +40.0% | -3.1% | +43.1% | +48.1% |
| 1Y | +43.4% | -3.6% | +47.0% | +52.7% |
| All | +43.4% | -3.2% | +46.6% | +52.7% |
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