+3,526.6%
SMH vs VIG
+617.8%
+2,908.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +2.2% |
| 7D | +5.2% | -0.4% | +5.6% | +5.7% |
| 30D | -1.5% | -2.1% | +0.5% | +1.0% |
| 3M | -4.1% | +3.3% | -7.4% | -8.0% |
| 6M | +50.8% | +9.3% | +41.5% | +35.4% |
| YTD | +59.3% | +10.1% | +49.2% | +41.9% |
| 1Y | +94.1% | +14.7% | +79.4% | +64.7% |
| 3Y | +286.7% | +56.9% | +229.8% | +128.0% |
| 5Y | +339.4% | +62.9% | +276.5% | +155.9% |
| 10Y | +1,803.3% | +241.3% | +1,562.0% | +382.7% |
| All | +3,526.6% | +617.8% | +2,908.8% | +284.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling