+125.5%
SMHX vs VT
+43.3%
+82.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.1% |
| 7D | +1.6% | +0.4% | +1.1% | +0.6% |
| 30D | -2.5% | +1.0% | -3.5% | -4.4% |
| 3M | -15.7% | +2.4% | -18.1% | -18.7% |
| 6M | +47.7% | +12.0% | +35.7% | +19.0% |
| YTD | +47.3% | +15.3% | +32.0% | +11.6% |
| 1Y | +59.0% | +22.6% | +36.4% | +6.6% |
| All | +125.5% | +43.3% | +82.3% | +11.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling