+43.4%
SMH vs VTI
+14.8%
+28.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.3% | -6.4% |
| 7D | -11.2% | -0.6% | -10.6% | -9.8% |
| 30D | -20.4% | -1.0% | -19.5% | -18.3% |
| 3M | -12.4% | -0.8% | -11.6% | -10.4% |
| 6M | -0.5% | +7.1% | -7.6% | -12.5% |
| YTD | +40.0% | +13.4% | +26.6% | +10.6% |
| 1Y | +43.4% | +14.9% | +28.5% | +10.7% |
| All | +43.4% | +14.8% | +28.6% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 1y: compounded portfolio wealth divided by compounded VTI 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…
1y analysis · Full analysis span regression · 6 months rolling