+3,782.1%
SMH vs VXUS
+179.6%
+3,602.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.0% |
| 7D | +2.5% | +1.0% | +1.5% | +1.3% |
| 30D | -0.5% | +2.2% | -2.7% | -2.9% |
| 3M | -9.6% | +3.0% | -12.6% | -11.6% |
| 6M | +42.1% | +10.7% | +31.4% | +28.3% |
| YTD | +57.4% | +17.8% | +39.6% | +32.3% |
| 1Y | +96.2% | +27.6% | +68.6% | +50.9% |
| 3Y | +267.9% | +73.3% | +194.6% | +103.9% |
| 5Y | +327.7% | +54.3% | +273.3% | +175.8% |
| 10Y | +1,764.6% | +149.8% | +1,614.8% | +682.8% |
| All | +3,782.1% | +179.6% | +3,602.5% | +1,362.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling