+86.8%
SMH vs VRT
+85.0%
+1.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.6% | +3.2% | -0.1% |
| 7D | +1.4% | -7.7% | +9.1% | +4.4% |
| 30D | -2.2% | -12.0% | +9.7% | +2.6% |
| 3M | -1.9% | -11.7% | +9.8% | +2.5% |
| 6M | +41.0% | -8.1% | +49.1% | +44.0% |
| YTD | +55.6% | +53.2% | +2.4% | +29.2% |
| 1Y | +86.8% | +81.7% | +5.2% | +47.6% |
| All | +86.8% | +85.0% | +1.8% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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