+1,817.6%
SMH vs VXUS
+151.1%
+1,666.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | 0.0% |
| 7D | +0.3% | -1.4% | +1.7% | +2.4% |
| 30D | -2.8% | -0.5% | -2.3% | -2.1% |
| 3M | -6.7% | +2.6% | -9.3% | -9.1% |
| 6M | +41.8% | +10.9% | +30.9% | +24.7% |
| YTD | +57.9% | +16.1% | +41.7% | +30.2% |
| 1Y | +87.6% | +22.3% | +65.4% | +44.6% |
| 3Y | +282.9% | +72.0% | +210.9% | +87.6% |
| 5Y | +330.4% | +54.1% | +276.3% | +150.4% |
| All | +1,817.6% | +151.1% | +1,666.5% | +595.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 10y: compounded portfolio wealth divided by compounded VXUS 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…
10y analysis · Full analysis span regression · 6 months rolling