+41.6%
SMH vs VXUS
+12.1%
+29.4%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +0.7% |
| 7D | +12.1% | +2.3% | +9.8% | +7.6% |
| 30D | -14.7% | -2.2% | -12.5% | -10.5% |
| 3M | -14.2% | -5.4% | -8.8% | -4.5% |
| 6M | -10.6% | -1.2% | -9.4% | -5.9% |
| YTD | +39.3% | +10.4% | +28.9% | +19.7% |
| 1Y | +41.6% | +11.8% | +29.7% | +18.3% |
| All | +41.6% | +12.1% | +29.4% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling