+2.5%
TECH vs ITOT
+75.4%
-73.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.5% | +0.5% |
| 7D | -0.1% | -0.4% | +0.3% | +0.3% |
| 30D | +0.3% | -1.6% | +1.9% | +2.1% |
| 3M | +32.9% | +3.5% | +29.4% | +27.4% |
| 6M | +32.1% | +13.1% | +18.9% | +13.3% |
| YTD | +23.4% | +12.7% | +10.7% | +6.5% |
| 1Y | +34.1% | +18.3% | +15.8% | +9.1% |
| All | +2.5% | +75.4% | -73.0% | -50.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling