+96.2%
SMH vs VTR
+36.9%
+59.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.0% | +4.6% | +1.9% |
| 7D | +2.5% | -1.7% | +4.2% | +1.9% |
| 30D | -0.5% | -2.4% | +2.0% | -1.4% |
| 3M | -9.6% | +14.8% | -24.4% | -6.9% |
| 6M | +42.1% | +5.3% | +36.7% | +47.2% |
| YTD | +57.4% | +18.1% | +39.4% | +65.1% |
| 1Y | +96.2% | +36.7% | +59.5% | +106.3% |
| All | +96.2% | +36.9% | +59.3% | +106.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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