+1,817.6%
SMH vs VO
+200.3%
+1,617.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.4% |
| 7D | +0.3% | -1.5% | +1.8% | +2.3% |
| 30D | -2.8% | -3.0% | +0.3% | +1.3% |
| 3M | -6.7% | +2.8% | -9.5% | -9.7% |
| 6M | +41.8% | +10.9% | +30.8% | +25.3% |
| YTD | +57.9% | +12.5% | +45.4% | +37.3% |
| 1Y | +87.6% | +12.0% | +75.7% | +64.5% |
| 3Y | +282.9% | +56.3% | +226.7% | +124.8% |
| 5Y | +330.4% | +42.9% | +287.5% | +190.1% |
| All | +1,817.6% | +200.3% | +1,617.3% | +491.1% |
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