+3,044.9%
SMH vs VGT
+2,251.7%
+793.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -1.2% |
| 7D | +1.4% | -1.0% | +2.4% | +2.6% |
| 30D | -2.2% | -0.4% | -1.8% | -1.6% |
| 3M | -1.9% | +6.6% | -8.5% | -7.7% |
| 6M | +41.0% | +31.0% | +10.0% | +5.5% |
| YTD | +55.6% | +27.2% | +28.3% | +20.6% |
| 1Y | +86.8% | +34.5% | +52.4% | +36.7% |
| 3Y | +277.7% | +123.1% | +154.5% | +62.1% |
| 5Y | +324.2% | +135.1% | +189.1% | +75.9% |
| 10Y | +1,828.6% | +803.4% | +1,025.2% | +86.9% |
| All | +3,044.9% | +2,251.7% | +793.2% | +6.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling