+3,082.7%
SMH vs VO
+827.2%
+2,255.5%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.8% |
| 7D | +2.5% | -0.3% | +2.8% | +2.8% |
| 30D | -0.5% | -0.3% | -0.1% | -0.1% |
| 3M | -9.6% | +2.9% | -12.6% | -11.9% |
| 6M | +42.1% | +9.3% | +32.7% | +30.3% |
| YTD | +57.4% | +14.2% | +43.3% | +37.9% |
| 1Y | +96.2% | +15.3% | +81.0% | +70.5% |
| 3Y | +267.9% | +56.2% | +211.7% | +136.5% |
| 5Y | +327.7% | +42.4% | +285.2% | +212.6% |
| 10Y | +1,764.6% | +194.7% | +1,569.9% | +584.7% |
| All | +3,082.7% | +827.2% | +2,255.5% | +248.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling