+126.7%
SMHX vs VT
+42.5%
+84.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.6% |
| 7D | +3.6% | +1.0% | +2.6% | +1.3% |
| 30D | -6.0% | -0.2% | -5.7% | -5.4% |
| 3M | -9.3% | +4.5% | -13.8% | -16.6% |
| 6M | +52.1% | +14.1% | +38.1% | +17.9% |
| YTD | +48.1% | +14.8% | +33.3% | +13.3% |
| 1Y | +54.4% | +21.2% | +33.2% | +6.1% |
| All | +126.7% | +42.5% | +84.1% | +13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling