+2,692.9%
SMH vs VTEB
+25.5%
+2,667.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.1% |
| 7D | +0.3% | -0.9% | +1.2% | +1.2% |
| 30D | -2.8% | -2.5% | -0.3% | -0.4% |
| 3M | -6.7% | -3.0% | -3.7% | -4.0% |
| 6M | +41.8% | -2.1% | +43.9% | +45.0% |
| YTD | +57.9% | -1.5% | +59.4% | +60.6% |
| 1Y | +87.6% | +0.2% | +87.5% | +88.0% |
| 3Y | +282.9% | +8.6% | +274.4% | +254.2% |
| 5Y | +330.4% | +1.2% | +329.2% | +321.2% |
| 10Y | +1,857.0% | +18.1% | +1,838.9% | +1,901.9% |
| All | +2,692.9% | +25.5% | +2,667.4% | +3,372.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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