+282.9%
SMH vs VGT
+123.9%
+159.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | -0.2% |
| 7D | +0.3% | -0.2% | +0.4% | +0.5% |
| 30D | -2.8% | -0.4% | -2.4% | -2.1% |
| 3M | -6.7% | +4.4% | -11.1% | -11.2% |
| 6M | +41.8% | +32.1% | +9.7% | -0.8% |
| YTD | +57.9% | +28.8% | +29.1% | +14.3% |
| 1Y | +87.6% | +35.3% | +52.3% | +27.6% |
| 3Y | +282.9% | +124.8% | +158.2% | +36.6% |
| All | +282.9% | +123.9% | +159.0% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 3y: compounded portfolio wealth divided by compounded VGT 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…
3y analysis · Full analysis span regression · 6 months rolling