+3,415.0%
SMH vs VT
+345.0%
+3,070.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | -4.1% | -7.1% | -6.5% |
| 7D | -20.3% | -4.2% | -16.1% | -15.9% |
| 30D | -29.2% | -5.8% | -23.4% | -23.7% |
| 3M | -21.4% | -5.2% | -16.2% | -15.7% |
| 6M | -14.3% | +0.1% | -14.5% | -12.6% |
| YTD | +24.3% | +8.2% | +16.1% | +16.9% |
| 1Y | +24.9% | +10.1% | +14.8% | +15.5% |
| 3Y | +203.5% | +69.7% | +133.9% | +81.7% |
| 5Y | +211.2% | +53.4% | +157.8% | +115.4% |
| 10Y | +1,376.1% | +219.2% | +1,156.9% | +434.2% |
| All | +3,415.0% | +345.0% | +3,070.1% | +812.0% |
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