+104.9%
SEMI price history and return analytics
+69.0%
+35.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.7% |
| 7D | -0.9% | -1.1% | +0.2% | +0.9% |
| 30D | -2.0% | -1.0% | -1.0% | -0.4% |
| 3M | -0.6% | +3.2% | -3.8% | -5.0% |
| 6M | +24.3% | +12.5% | +11.8% | +3.9% |
| YTD | +24.6% | +14.1% | +10.6% | +1.9% |
| 1Y | +32.0% | +18.9% | +13.1% | +1.1% |
| 3Y | +105.3% | +74.1% | +31.2% | -10.8% |
| All | +104.9% | +69.0% | +35.9% | -6.9% |
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