+3,721.4%
SMH price history and return analytics
+356.5%
+3,364.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.6% |
| 7D | +4.9% | +2.4% | +2.6% | +2.2% |
| 30D | -13.8% | -1.5% | -12.3% | -11.7% |
| 3M | -17.4% | -4.1% | -13.3% | -12.5% |
| 6M | -15.0% | +0.6% | -15.5% | -13.7% |
| YTD | +35.2% | +11.0% | +24.1% | +23.5% |
| 1Y | +41.6% | +13.3% | +28.3% | +26.7% |
| 3Y | +215.6% | +73.4% | +142.2% | +84.3% |
| 5Y | +233.2% | +57.4% | +175.8% | +124.0% |
| 10Y | +1,458.7% | +221.7% | +1,237.0% | +457.1% |
| All | +3,721.4% | +356.5% | +3,364.9% | +863.6% |
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