+3,123.5%
SMH vs VTV
+712.5%
+2,411.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | +4.3% | -0.7% | +5.0% | +5.0% |
| 30D | +0.9% | -0.5% | +1.3% | +1.3% |
| 3M | -2.8% | +5.3% | -8.1% | -7.9% |
| 6M | +45.6% | +12.9% | +32.8% | +28.7% |
| YTD | +59.5% | +18.5% | +41.0% | +34.1% |
| 1Y | +93.4% | +25.3% | +68.2% | +53.3% |
| 3Y | +287.1% | +68.2% | +218.9% | +128.9% |
| 5Y | +338.0% | +80.6% | +257.4% | +146.8% |
| 10Y | +1,876.8% | +232.9% | +1,643.9% | +517.4% |
| All | +3,123.5% | +712.5% | +2,411.1% | +295.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling