+19.7%
TECH vs ITOT
+14.7%
+5.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.5% | -1.1% |
| 7D | +0.1% | -0.7% | +0.7% | +0.6% |
| 30D | +0.2% | -1.1% | +1.3% | +1.0% |
| 3M | +1.0% | -0.8% | +1.8% | +1.6% |
| 6M | +33.3% | +7.0% | +26.3% | +23.4% |
| YTD | +24.2% | +13.3% | +10.9% | +9.2% |
| 1Y | +19.7% | +14.8% | +4.9% | +3.9% |
| All | +19.7% | +14.7% | +5.0% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling