+3,880.1%
SMH vs VT
+360.7%
+3,519.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.1% | +3.7% | +3.5% |
| 7D | +0.5% | -0.7% | +1.2% | +1.8% |
| 30D | -14.2% | -1.7% | -12.5% | -11.9% |
| 3M | -11.5% | -2.3% | -9.2% | -8.3% |
| 6M | -12.0% | +1.5% | -13.6% | -11.7% |
| YTD | +40.8% | +12.0% | +28.7% | +27.3% |
| 1Y | +44.9% | +12.9% | +32.0% | +30.2% |
| 3Y | +226.7% | +74.9% | +151.8% | +88.8% |
| 5Y | +250.6% | +59.9% | +190.7% | +131.6% |
| 10Y | +1,523.4% | +224.6% | +1,298.8% | +474.0% |
| All | +3,880.1% | +360.7% | +3,519.4% | +893.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling