+327.2%
SMH vs VIVK
-100.0%
+427.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -7.4% | +8.9% | +1.5% |
| 7D | +0.3% | -4.4% | +4.6% | +0.3% |
| 30D | -2.8% | -40.8% | +38.0% | -2.8% |
| 3M | -6.7% | -94.1% | +87.4% | -6.5% |
| 6M | +41.8% | -98.2% | +140.0% | +42.3% |
| YTD | +57.9% | -98.0% | +155.9% | +58.0% |
| 1Y | +87.6% | -100.0% | +187.6% | +89.7% |
| 3Y | +282.9% | -100.0% | +382.9% | +283.7% |
| All | +327.2% | -100.0% | +427.2% | +329.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling