+324.2%
SMH vs VOO
+80.3%
+243.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.4% |
| 7D | +1.4% | -2.0% | +3.4% | +5.0% |
| 30D | -2.2% | -1.7% | -0.5% | +0.7% |
| 3M | -1.9% | +4.7% | -6.6% | -8.7% |
| 6M | +41.0% | +12.6% | +28.5% | +17.2% |
| YTD | +55.6% | +11.8% | +43.8% | +31.4% |
| 1Y | +86.8% | +17.5% | +69.3% | +45.8% |
| 3Y | +277.7% | +77.0% | +200.7% | +58.1% |
| 5Y | +324.2% | +82.6% | +241.6% | +81.1% |
| All | +324.2% | +80.3% | +243.8% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling