+282.9%
SMH vs VTR
+132.9%
+150.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.5% |
| 7D | +0.3% | -0.3% | +0.6% | +0.3% |
| 30D | -2.8% | +1.1% | -3.9% | -2.8% |
| 3M | -6.7% | +7.9% | -14.6% | -7.3% |
| 6M | +41.8% | +6.2% | +35.6% | +41.3% |
| YTD | +57.9% | +17.7% | +40.1% | +55.4% |
| 1Y | +87.6% | +32.9% | +54.7% | +81.5% |
| 3Y | +282.9% | +129.7% | +153.3% | +227.3% |
| All | +282.9% | +132.9% | +150.1% | +227.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling