+216.7%
SMH vs VT
+53.4%
+163.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.2% |
| 7D | -11.2% | -2.3% | -8.9% | -6.9% |
| 30D | -25.8% | -5.0% | -20.8% | -17.8% |
| 3M | -18.8% | -4.9% | -13.9% | -10.1% |
| 6M | -15.6% | -1.5% | -14.1% | -10.7% |
| YTD | +28.8% | +8.5% | +20.3% | +15.3% |
| 1Y | +32.6% | +11.4% | +21.2% | +13.5% |
| 3Y | +213.6% | +70.1% | +143.6% | +35.8% |
| All | +216.7% | +53.4% | +163.3% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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