-46.1%
SMHB price history and return analytics
+155.1%
-201.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.2% | +1.6% |
| 7D | -4.4% | +2.4% | -6.8% | -9.4% |
| 30D | +4.2% | -1.5% | +5.7% | +7.1% |
| 3M | -20.6% | -4.1% | -16.5% | -13.4% |
| 6M | -7.0% | +0.6% | -7.6% | -10.8% |
| YTD | -2.1% | +11.0% | -13.1% | -26.0% |
| 1Y | +3.4% | +13.3% | -10.0% | -25.5% |
| 3Y | +11.1% | +73.4% | -62.3% | -70.3% |
| 5Y | -36.4% | +57.4% | -93.9% | -76.5% |
| All | -46.1% | +155.1% | -201.2% | -92.9% |
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