+88.8%
SMHX vs VT
+34.7%
+54.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.5% | +4.2% |
| 7D | -9.4% | -2.3% | -7.0% | -4.3% |
| 30D | -26.6% | -5.0% | -21.7% | -17.2% |
| 3M | -20.2% | -4.9% | -15.3% | -9.9% |
| 6M | -13.9% | -1.5% | -12.4% | -8.1% |
| YTD | +23.3% | +8.5% | +14.8% | +7.9% |
| 1Y | +19.5% | +11.4% | +8.1% | -0.8% |
| All | +88.8% | +34.7% | +54.0% | +8.0% |
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