+5,217.9%
SMH vs VOO
+812.0%
+4,405.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.7% | +2.0% |
| 7D | +5.2% | +0.5% | +4.7% | +4.4% |
| 30D | -1.5% | -0.9% | -0.6% | -0.2% |
| 3M | -4.1% | +3.9% | -8.0% | -8.2% |
| 6M | +50.8% | +14.5% | +36.2% | +27.5% |
| YTD | +59.3% | +13.0% | +46.4% | +37.7% |
| 1Y | +94.1% | +19.4% | +74.7% | +56.6% |
| 3Y | +286.7% | +78.9% | +207.9% | +92.2% |
| 5Y | +339.4% | +82.3% | +257.1% | +121.6% |
| 10Y | +1,803.3% | +314.2% | +1,489.1% | +284.2% |
| All | +5,217.9% | +812.0% | +4,405.9% | +368.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling