+327.2%
SMH vs VTR
+87.5%
+239.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | +0.3% | -0.3% | +0.6% | +0.3% |
| 30D | -2.8% | +1.1% | -3.9% | -3.1% |
| 3M | -6.7% | +7.9% | -14.6% | -9.3% |
| 6M | +41.8% | +6.2% | +35.6% | +38.1% |
| YTD | +57.9% | +17.7% | +40.1% | +48.8% |
| 1Y | +87.6% | +32.9% | +54.7% | +69.4% |
| 3Y | +282.9% | +129.7% | +153.3% | +173.5% |
| All | +327.2% | +87.5% | +239.7% | +210.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling