+282.9%
SMH vs VWO
+62.9%
+220.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +0.4% |
| 7D | +0.3% | -1.8% | +2.0% | +3.0% |
| 30D | -2.8% | -0.1% | -2.7% | -2.6% |
| 3M | -6.7% | +2.2% | -9.0% | -8.8% |
| 6M | +41.8% | +8.8% | +33.0% | +28.1% |
| YTD | +57.9% | +12.4% | +45.5% | +36.4% |
| 1Y | +87.6% | +15.6% | +72.1% | +56.7% |
| 3Y | +282.9% | +62.5% | +220.4% | +102.9% |
| All | +282.9% | +62.9% | +220.1% | +102.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling