+1,475.7%
SMH vs VO
+197.6%
+1,278.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | +4.9% | +3.1% | +1.8% | +0.9% |
| 30D | -13.8% | +2.2% | -16.0% | -15.8% |
| 3M | -17.4% | -2.5% | -14.9% | -14.1% |
| 6M | -15.0% | +7.0% | -21.9% | -21.1% |
| YTD | +35.2% | +14.0% | +21.2% | +16.0% |
| 1Y | +41.6% | +15.6% | +26.0% | +19.4% |
| 3Y | +215.6% | +66.2% | +149.5% | +72.1% |
| 5Y | +233.2% | +36.6% | +196.6% | +137.3% |
| All | +1,475.7% | +197.6% | +1,278.1% | +355.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling