+96.2%
SMH vs VIVK
-100.0%
+196.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -12.3% | +14.9% | +2.6% |
| 7D | +2.5% | -1.4% | +3.9% | +2.5% |
| 30D | -0.5% | -43.6% | +43.1% | -0.5% |
| 3M | -9.6% | -95.1% | +85.5% | -9.2% |
| 6M | +42.1% | -98.2% | +140.3% | +43.0% |
| YTD | +57.4% | -97.9% | +155.4% | +57.3% |
| 1Y | +96.2% | -100.0% | +196.2% | +104.7% |
| All | +96.2% | -100.0% | +196.2% | +104.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 1y: compounded portfolio wealth divided by compounded VIVK 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…
1y analysis · Full analysis span regression · 6 months rolling