+328.5%
SMH vs VST
+761.6%
-433.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.5% | -0.9% | +1.4% |
| 7D | +2.5% | +8.9% | -6.4% | -0.5% |
| 30D | -0.5% | +6.2% | -6.7% | -2.6% |
| 3M | -9.6% | -2.7% | -6.9% | -8.9% |
| 6M | +42.1% | -8.4% | +50.4% | +44.9% |
| YTD | +57.4% | -7.2% | +64.6% | +58.7% |
| 1Y | +96.2% | -20.9% | +117.1% | +106.9% |
| 3Y | +267.9% | +384.0% | -116.1% | +89.2% |
| All | +328.5% | +761.6% | -433.0% | +85.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling