+3,082.7%
SMH vs VUG
+1,251.8%
+1,830.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.2% |
| 7D | +2.5% | -0.1% | +2.6% | +2.6% |
| 30D | -0.5% | -0.3% | -0.2% | 0.0% |
| 3M | -9.6% | -0.7% | -9.0% | -7.9% |
| 6M | +42.1% | +14.6% | +27.4% | +22.3% |
| YTD | +57.4% | +9.0% | +48.4% | +44.2% |
| 1Y | +96.2% | +14.9% | +81.4% | +69.6% |
| 3Y | +267.9% | +86.0% | +181.9% | +86.6% |
| 5Y | +327.7% | +76.7% | +251.0% | +135.4% |
| 10Y | +1,764.6% | +411.3% | +1,353.3% | +215.9% |
| All | +3,082.7% | +1,251.8% | +1,830.9% | +71.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling