+327.2%
SMH vs VTI
+74.4%
+252.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.1% |
| 7D | +0.3% | -0.9% | +1.2% | +1.8% |
| 30D | -2.8% | -1.4% | -1.3% | -0.3% |
| 3M | -6.7% | +3.6% | -10.3% | -11.4% |
| 6M | +41.8% | +13.6% | +28.2% | +16.8% |
| YTD | +57.9% | +12.9% | +45.0% | +31.9% |
| 1Y | +87.6% | +17.2% | +70.4% | +48.4% |
| 3Y | +282.9% | +75.7% | +207.3% | +66.4% |
| All | +327.2% | +74.4% | +252.9% | +98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling