+43.4%
SMH vs VWO
+5.9%
+37.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -5.8% |
| 7D | -11.2% | -1.3% | -9.9% | -9.0% |
| 30D | -20.4% | -7.1% | -13.3% | -9.0% |
| 3M | -12.4% | -6.1% | -6.3% | -1.7% |
| 6M | -0.5% | -3.9% | +3.4% | +9.3% |
| YTD | +40.0% | +5.0% | +35.0% | +30.7% |
| 1Y | +43.4% | +6.0% | +37.4% | +31.1% |
| All | +43.4% | +5.9% | +37.5% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 1y: compounded portfolio wealth divided by compounded VWO 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…
1y analysis · Full analysis span regression · 6 months rolling