+338.0%
SMH vs VSH
+67.3%
+270.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.3% |
| 7D | +4.3% | +3.5% | +0.8% | +2.4% |
| 30D | +0.9% | -4.4% | +5.2% | +3.0% |
| 3M | -2.8% | -45.8% | +43.0% | +30.3% |
| 6M | +45.6% | +90.1% | -44.5% | -5.2% |
| YTD | +59.5% | +120.3% | -60.9% | -5.5% |
| 1Y | +93.4% | +112.2% | -18.8% | +15.8% |
| 3Y | +287.1% | +36.6% | +250.5% | +190.7% |
| 5Y | +338.0% | +67.0% | +271.0% | +168.3% |
| All | +338.0% | +67.3% | +270.8% | +168.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling