+3,870.8%
SMH vs VEU
+190.9%
+3,679.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.6% |
| 7D | +5.2% | +1.7% | +3.6% | +3.5% |
| 30D | -1.5% | +1.0% | -2.5% | -2.4% |
| 3M | -4.1% | +5.6% | -9.7% | -8.3% |
| 6M | +50.8% | +13.7% | +37.1% | +35.1% |
| YTD | +59.3% | +17.7% | +41.6% | +38.2% |
| 1Y | +94.1% | +25.8% | +68.3% | +58.5% |
| 3Y | +286.7% | +77.1% | +209.6% | +132.9% |
| 5Y | +339.4% | +57.1% | +282.3% | +204.0% |
| 10Y | +1,803.3% | +149.8% | +1,653.5% | +826.3% |
| All | +3,870.8% | +190.9% | +3,679.9% | +1,554.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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