+123.8%
SMHX vs VOO
+38.4%
+85.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.3% |
| 7D | +1.2% | -2.0% | +3.2% | +5.6% |
| 30D | -3.7% | -1.7% | -2.0% | -0.2% |
| 3M | -4.0% | +4.7% | -8.8% | -12.1% |
| 6M | +45.7% | +12.6% | +33.1% | +16.9% |
| YTD | +46.2% | +11.8% | +34.4% | +19.2% |
| 1Y | +50.9% | +17.5% | +33.3% | +12.2% |
| All | +123.8% | +38.4% | +85.4% | +22.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling