+324.2%
SMH vs VIG
+61.5%
+262.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -1.6% |
| 7D | +1.4% | -2.2% | +3.6% | +5.4% |
| 30D | -2.2% | -3.2% | +1.0% | +3.3% |
| 3M | -1.9% | +3.0% | -4.9% | -6.9% |
| 6M | +41.0% | +8.1% | +32.9% | +23.9% |
| YTD | +55.6% | +9.1% | +46.5% | +35.0% |
| 1Y | +86.8% | +12.6% | +74.3% | +54.1% |
| 3Y | +277.7% | +55.4% | +222.3% | +86.2% |
| 5Y | +324.2% | +62.8% | +261.4% | +103.8% |
| All | +324.2% | +61.5% | +262.7% | +103.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling