+127.4%
SMHX vs VT
+41.6%
+85.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +1.7% |
| 7D | +2.9% | -0.1% | +3.1% | +3.1% |
| 30D | -2.6% | -0.7% | -2.0% | -1.1% |
| 3M | -6.4% | +4.0% | -10.4% | -13.0% |
| 6M | +47.9% | +12.3% | +35.6% | +18.6% |
| YTD | +48.5% | +14.0% | +34.5% | +15.3% |
| 1Y | +55.0% | +20.3% | +34.7% | +8.2% |
| All | +127.4% | +41.6% | +85.8% | +15.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling