+324.2%
SMH vs VCLT
-17.3%
+341.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.3% | -1.6% |
| 7D | +1.4% | -1.3% | +2.7% | +2.4% |
| 30D | -2.2% | -1.1% | -1.1% | -1.4% |
| 3M | -1.9% | -3.7% | +1.8% | +1.0% |
| 6M | +41.0% | -4.0% | +45.0% | +45.8% |
| YTD | +55.6% | -3.4% | +59.0% | +60.1% |
| 1Y | +86.8% | -4.1% | +91.0% | +93.2% |
| 3Y | +277.7% | +11.0% | +266.7% | +249.3% |
| 5Y | +324.2% | -17.0% | +341.2% | +353.1% |
| All | +324.2% | -17.3% | +341.5% | +353.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling