+324.2%
SMH price history and return analytics
+63.7%
+260.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.6% | -0.9% |
| 7D | +1.4% | -2.0% | +3.4% | +5.2% |
| 30D | -2.2% | -1.4% | -0.8% | +0.5% |
| 3M | -1.9% | +4.7% | -6.6% | -8.7% |
| 6M | +41.0% | +11.4% | +29.7% | +18.7% |
| YTD | +55.6% | +13.1% | +42.5% | +28.0% |
| 1Y | +86.8% | +19.0% | +67.8% | +41.1% |
| 3Y | +277.7% | +73.9% | +203.7% | +55.3% |
| 5Y | +324.2% | +65.4% | +258.8% | +103.3% |
| All | +324.2% | +63.7% | +260.5% | +103.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling