-36.8%
SMHB vs VT
+57.0%
-93.8%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.2% | +1.5% |
| 7D | -4.4% | +2.4% | -6.8% | -8.6% |
| 30D | +4.2% | -1.5% | +5.7% | +6.8% |
| 3M | -20.6% | -4.1% | -16.5% | -14.3% |
| 6M | -7.0% | +0.6% | -7.6% | -10.0% |
| YTD | -2.1% | +11.0% | -13.1% | -23.1% |
| 1Y | +3.4% | +13.3% | -10.0% | -22.3% |
| 3Y | +11.1% | +73.4% | -62.3% | -65.9% |
| All | -36.8% | +57.0% | -93.8% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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