+43.4%
SMH vs VNQ
+14.0%
+29.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.2% | -5.9% | -2.0% |
| 7D | -11.2% | +6.8% | -18.0% | -10.0% |
| 30D | -20.4% | +10.0% | -30.4% | -19.1% |
| 3M | -12.4% | 0.0% | -12.4% | -11.9% |
| 6M | -0.5% | +4.5% | -5.0% | -1.3% |
| YTD | +40.0% | +13.9% | +26.1% | +33.8% |
| 1Y | +43.4% | +14.1% | +29.3% | +37.0% |
| All | +43.4% | +14.0% | +29.4% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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