+327.2%
SMH vs VTRS
+47.1%
+280.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.3% |
| 7D | +0.3% | -2.2% | +2.5% | +0.9% |
| 30D | -2.8% | +3.3% | -6.1% | -3.7% |
| 3M | -6.7% | +2.0% | -8.7% | -7.8% |
| 6M | +41.8% | +19.9% | +21.8% | +33.0% |
| YTD | +57.9% | +35.7% | +22.1% | +42.6% |
| 1Y | +87.6% | +68.1% | +19.5% | +58.4% |
| 3Y | +282.9% | +87.1% | +195.9% | +199.4% |
| All | +327.2% | +47.1% | +280.1% | +244.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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