+1,475.7%
SMH vs VXUS
+146.4%
+1,329.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | +4.9% | +2.1% | +2.8% | +1.8% |
| 30D | -13.8% | -1.1% | -12.7% | -11.8% |
| 3M | -17.4% | -5.6% | -11.8% | -9.4% |
| 6M | -15.0% | -2.3% | -12.7% | -10.0% |
| YTD | +35.2% | +10.4% | +24.8% | +20.8% |
| 1Y | +41.6% | +13.1% | +28.5% | +22.4% |
| 3Y | +215.6% | +68.0% | +147.6% | +60.7% |
| 5Y | +233.2% | +45.8% | +187.4% | +110.6% |
| All | +1,475.7% | +146.4% | +1,329.3% | +491.7% |
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