+282.9%
SMH vs VNQ
+30.7%
+252.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.7% | +1.1% |
| 7D | +0.3% | -1.3% | +1.5% | +0.9% |
| 30D | -2.8% | -2.6% | -0.2% | -1.7% |
| 3M | -6.7% | -2.0% | -4.7% | -6.5% |
| 6M | +41.8% | +4.3% | +37.4% | +36.8% |
| YTD | +57.9% | +9.2% | +48.6% | +48.3% |
| 1Y | +87.6% | +5.6% | +82.0% | +79.5% |
| 3Y | +282.9% | +30.8% | +252.1% | +220.0% |
| All | +282.9% | +30.7% | +252.2% | +220.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling