+86.8%
SMH vs VO
+12.4%
+74.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -0.7% |
| 7D | +1.4% | -2.5% | +3.9% | +6.3% |
| 30D | -2.2% | -3.2% | +1.0% | +4.1% |
| 3M | -1.9% | +3.9% | -5.8% | -7.9% |
| 6M | +41.0% | +9.6% | +31.4% | +22.3% |
| YTD | +55.6% | +11.6% | +44.0% | +31.6% |
| 1Y | +86.8% | +12.6% | +74.2% | +58.0% |
| All | +86.8% | +12.4% | +74.4% | +58.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling