-37.4%
SMHB price history and return analytics
+159.8%
-197.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | +0.9% |
| 7D | -6.7% | -2.0% | -4.7% | -2.3% |
| 30D | -3.7% | -1.4% | -2.3% | -0.6% |
| 3M | +2.7% | +4.7% | -2.0% | -8.8% |
| 6M | +9.2% | +11.4% | -2.2% | -16.9% |
| YTD | +13.7% | +13.1% | +0.6% | -16.9% |
| 1Y | -0.9% | +19.0% | -19.9% | -35.6% |
| 3Y | +1.1% | +73.9% | -72.8% | -72.5% |
| 5Y | -17.5% | +65.4% | -82.9% | -72.8% |
| All | -37.4% | +159.8% | -197.2% | -92.0% |
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 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