+338.0%
SMH vs VUG
+75.3%
+262.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.8% |
| 7D | +4.3% | +0.1% | +4.2% | +4.1% |
| 30D | +0.9% | -1.7% | +2.5% | +3.2% |
| 3M | -2.8% | +2.8% | -5.6% | -5.7% |
| 6M | +45.6% | +13.6% | +32.0% | +24.4% |
| YTD | +59.5% | +8.1% | +51.4% | +45.9% |
| 1Y | +93.4% | +13.1% | +80.4% | +67.5% |
| 3Y | +287.1% | +87.0% | +200.1% | +82.6% |
| 5Y | +338.0% | +76.0% | +262.1% | +132.4% |
| All | +338.0% | +75.3% | +262.7% | +132.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling