+43.4%
SMH vs VST
-35.7%
+79.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -13.8% | +11.1% | +2.3% |
| 7D | -11.2% | -15.7% | +4.5% | -5.7% |
| 30D | -20.4% | -17.0% | -3.5% | -15.5% |
| 3M | -12.4% | -15.9% | +3.5% | -7.4% |
| 6M | -0.5% | -25.0% | +24.5% | +8.8% |
| YTD | +40.0% | -25.1% | +65.1% | +50.0% |
| 1Y | +43.4% | -34.9% | +78.3% | +62.6% |
| All | +43.4% | -35.7% | +79.1% | +62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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