+250.6%
SMH vs VXUS
+48.1%
+202.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.9% | +3.9% | +3.3% |
| 7D | +0.5% | -0.5% | +1.1% | +1.9% |
| 30D | -14.2% | -1.2% | -13.0% | -12.0% |
| 3M | -11.5% | -3.8% | -7.7% | -5.0% |
| 6M | -12.0% | -1.7% | -10.4% | -7.4% |
| YTD | +40.8% | +11.4% | +29.4% | +22.0% |
| 1Y | +44.9% | +13.3% | +31.5% | +22.4% |
| 3Y | +226.7% | +70.0% | +156.7% | +50.0% |
| 5Y | +250.6% | +48.1% | +202.5% | +108.4% |
| All | +250.6% | +48.1% | +202.5% | +108.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling