+84.7%
SEMI price history and return analytics
+64.5%
+20.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.4% |
| 7D | +3.7% | +2.4% | +1.3% | -0.1% |
| 30D | -10.7% | -1.5% | -9.2% | -8.2% |
| 3M | -12.7% | -4.1% | -8.6% | -6.1% |
| 6M | -8.4% | +0.6% | -9.0% | -8.1% |
| YTD | +12.3% | +11.0% | +1.3% | -3.7% |
| 1Y | +14.1% | +13.3% | +0.7% | -5.3% |
| 3Y | +91.1% | +73.4% | +17.7% | -16.0% |
| All | +84.7% | +64.5% | +20.1% | -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 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