+215.6%
SMH vs VLTO
+70.6%
+145.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.1% |
| 7D | +4.9% | +1.0% | +3.9% | +4.7% |
| 30D | -13.8% | +17.5% | -31.3% | -17.4% |
| 3M | -17.4% | +21.4% | -38.8% | -21.8% |
| 6M | -15.0% | +38.1% | -53.1% | -24.4% |
| YTD | +35.2% | +19.0% | +16.1% | +29.3% |
| 1Y | +41.6% | +20.7% | +20.9% | +34.0% |
| 3Y | +215.6% | +64.3% | +151.3% | +183.4% |
| All | +215.6% | +70.6% | +145.0% | +183.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling