+338.0%
SMH vs VXUS
+54.3%
+283.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +1.3% |
| 7D | +4.3% | +0.3% | +4.0% | +3.8% |
| 30D | +0.9% | +0.7% | +0.2% | -0.1% |
| 3M | -2.8% | +4.8% | -7.6% | -8.7% |
| 6M | +45.6% | +11.3% | +34.3% | +25.2% |
| YTD | +59.5% | +16.5% | +43.0% | +27.7% |
| 1Y | +93.4% | +24.3% | +69.2% | +40.6% |
| 3Y | +287.1% | +74.5% | +212.6% | +69.4% |
| 5Y | +338.0% | +54.3% | +283.7% | +140.1% |
| All | +338.0% | +54.3% | +283.8% | +140.1% |
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