+3,420.5%
SMH vs VEA
+167.0%
+3,253.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.0% |
| 7D | +4.3% | +0.3% | +4.0% | +4.0% |
| 30D | +0.9% | +0.4% | +0.4% | +0.5% |
| 3M | -2.8% | +4.8% | -7.6% | -6.4% |
| 6M | +45.6% | +11.3% | +34.4% | +33.0% |
| YTD | +59.5% | +17.4% | +42.1% | +38.4% |
| 1Y | +93.4% | +26.2% | +67.2% | +56.9% |
| 3Y | +287.1% | +77.7% | +209.4% | +130.3% |
| 5Y | +338.0% | +60.9% | +277.1% | +193.6% |
| 10Y | +1,876.8% | +163.6% | +1,713.2% | +799.7% |
| All | +3,420.5% | +167.0% | +3,253.6% | +1,398.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling