+42.1%
SMH vs VST
-7.4%
+49.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.5% | -0.9% | +1.1% |
| 7D | +2.5% | +8.9% | -6.4% | -1.2% |
| 30D | -0.5% | +6.2% | -6.7% | -3.1% |
| 3M | -9.6% | -2.7% | -6.9% | -8.9% |
| 6M | +42.1% | -8.4% | +50.4% | +44.3% |
| All | +42.1% | -7.4% | +49.4% | +44.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling