+1,817.6%
SMH vs VEA
+165.0%
+1,652.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | 0.0% |
| 7D | +0.3% | -1.5% | +1.7% | +2.3% |
| 30D | -2.8% | -0.8% | -2.0% | -1.6% |
| 3M | -6.7% | +2.5% | -9.2% | -9.0% |
| 6M | +41.8% | +11.1% | +30.6% | +24.6% |
| YTD | +57.9% | +17.2% | +40.7% | +29.2% |
| 1Y | +87.6% | +24.5% | +63.1% | +41.9% |
| 3Y | +282.9% | +75.4% | +207.5% | +85.6% |
| 5Y | +330.4% | +61.1% | +269.3% | +138.6% |
| All | +1,817.6% | +165.0% | +1,652.6% | +554.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 10y: compounded portfolio wealth divided by compounded VEA 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…
10y analysis · Full analysis span regression · 6 months rolling