+43.4%
SMH vs VLTO
+18.3%
+25.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.6% |
| 7D | -11.2% | +13.8% | -25.0% | -7.5% |
| 30D | -20.4% | +21.2% | -41.6% | -16.2% |
| 3M | -12.4% | +21.5% | -33.9% | -7.6% |
| 6M | -0.5% | +33.0% | -33.5% | +5.6% |
| YTD | +40.0% | +17.8% | +22.2% | +52.6% |
| 1Y | +43.4% | +18.1% | +25.3% | +56.3% |
| All | +43.4% | +18.3% | +25.1% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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