+128.2%
SMHX vs VOO
+39.6%
+88.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.1% | +0.2% |
| 7D | +1.2% | -0.8% | +1.9% | +2.8% |
| 30D | -3.6% | -1.1% | -2.5% | -1.3% |
| 3M | -7.9% | +3.9% | -11.8% | -14.4% |
| 6M | +47.9% | +13.6% | +34.2% | +16.2% |
| YTD | +49.1% | +12.7% | +36.4% | +19.4% |
| 1Y | +52.5% | +17.6% | +34.9% | +13.2% |
| All | +128.2% | +39.6% | +88.6% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling