+1,061.7%
SMH vs VSH
-14.2%
+1,075.9%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.2% | +1.2% | -0.9% |
| 7D | +4.9% | +14.3% | -9.4% | -2.4% |
| 30D | -13.8% | -7.9% | -6.0% | -11.1% |
| 3M | -17.4% | -19.9% | +2.5% | -9.6% |
| 6M | -15.0% | -30.5% | +15.6% | -3.9% |
| YTD | +35.2% | +85.7% | -50.5% | -9.3% |
| 1Y | +41.6% | +98.9% | -57.3% | -8.6% |
| 3Y | +215.6% | +32.1% | +183.5% | +135.5% |
| 5Y | +233.2% | +39.7% | +193.5% | +142.7% |
| 10Y | +1,458.7% | +117.6% | +1,341.1% | +756.2% |
| All | +1,061.7% | -14.2% | +1,075.9% | +482.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling