+286.8%
SMH vs VUG
+85.5%
+201.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.9% |
| 7D | +4.3% | +0.1% | +4.2% | +4.1% |
| 30D | +0.9% | -1.7% | +2.5% | +3.5% |
| 3M | -2.8% | +2.8% | -5.6% | -6.2% |
| 6M | +45.6% | +13.6% | +32.0% | +21.9% |
| YTD | +59.5% | +8.1% | +51.4% | +44.1% |
| 1Y | +93.4% | +13.1% | +80.4% | +64.2% |
| All | +286.8% | +85.5% | +201.3% | +67.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling