+1,817.6%
SMH vs VSH
+196.4%
+1,621.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.1% | -4.7% | -1.8% |
| 7D | +0.3% | +4.8% | -4.5% | -2.3% |
| 30D | -2.8% | -0.7% | -2.1% | -2.8% |
| 3M | -6.7% | -43.1% | +36.3% | +22.5% |
| 6M | +41.8% | +91.8% | -50.0% | -8.3% |
| YTD | +57.9% | +131.6% | -73.8% | -9.2% |
| 1Y | +87.6% | +118.1% | -30.4% | +10.5% |
| 3Y | +282.9% | +40.9% | +242.0% | +172.3% |
| 5Y | +330.4% | +75.8% | +254.6% | +165.5% |
| All | +1,817.6% | +196.4% | +1,621.2% | +756.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 10y: compounded portfolio wealth divided by compounded VSH 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…
10y analysis · Full analysis span regression · 6 months rolling