+106.9%
SMHX vs VT
+38.3%
+68.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +1.1% |
| 7D | +14.8% | +2.9% | +11.9% | +8.0% |
| 30D | -13.8% | -2.5% | -11.3% | -8.0% |
| 3M | -12.6% | -3.3% | -9.3% | -4.7% |
| 6M | -7.6% | +1.5% | -9.1% | -7.8% |
| YTD | +35.1% | +11.4% | +23.8% | +11.8% |
| 1Y | +30.8% | +11.9% | +18.9% | +7.4% |
| All | +106.9% | +38.3% | +68.6% | +11.9% |
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 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