+1,789.8%
SMH vs VUG
+419.9%
+1,369.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.7% |
| 7D | +1.4% | -1.9% | +3.3% | +3.9% |
| 30D | -2.2% | -1.6% | -0.7% | -0.1% |
| 3M | -1.9% | +4.4% | -6.2% | -6.5% |
| 6M | +41.0% | +13.2% | +27.8% | +21.9% |
| YTD | +55.6% | +7.5% | +48.1% | +44.0% |
| 1Y | +86.8% | +12.5% | +74.3% | +64.0% |
| 3Y | +277.7% | +86.0% | +191.7% | +82.9% |
| 5Y | +324.2% | +76.5% | +247.7% | +124.0% |
| All | +1,789.8% | +419.9% | +1,369.9% | +161.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 10y: compounded portfolio wealth divided by compounded VUG 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…
10y analysis · Full analysis span regression · 6 months rolling