+327.2%
SMH vs VTV
+80.6%
+246.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.7% | +0.3% |
| 7D | +0.3% | -1.1% | +1.4% | +2.0% |
| 30D | -2.8% | -1.0% | -1.8% | -1.3% |
| 3M | -6.7% | +4.6% | -11.4% | -13.1% |
| 6M | +41.8% | +13.5% | +28.3% | +17.4% |
| YTD | +57.9% | +18.5% | +39.4% | +22.8% |
| 1Y | +87.6% | +22.9% | +64.8% | +38.1% |
| 3Y | +282.9% | +67.8% | +215.1% | +78.0% |
| All | +327.2% | +80.6% | +246.6% | +88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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