+1,253.2%
SMH vs VSH
+2.1%
+1,251.1%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.4% | -1.8% | +0.4% |
| 7D | +2.5% | +4.1% | -1.5% | +0.4% |
| 30D | -0.5% | -4.2% | +3.7% | +1.2% |
| 3M | -9.6% | -50.0% | +40.3% | +24.5% |
| 6M | +42.1% | +80.2% | -38.1% | -0.5% |
| YTD | +57.4% | +121.1% | -63.6% | -1.4% |
| 1Y | +96.2% | +112.0% | -15.8% | +24.4% |
| 3Y | +267.9% | +22.5% | +245.4% | +190.7% |
| 5Y | +327.7% | +64.0% | +263.6% | +192.2% |
| 10Y | +1,764.6% | +170.4% | +1,594.3% | +835.3% |
| All | +1,253.2% | +2.1% | +1,251.1% | +533.4% |
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