+806.5%
TECH vs ITOT
+896.7%
-90.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +0.7% | 0.0% | +0.7% | +0.7% |
| 3M | +36.3% | +2.0% | +34.4% | +34.2% |
| 6M | +25.6% | +13.0% | +12.5% | +13.6% |
| YTD | +23.7% | +14.0% | +9.7% | +11.3% |
| 1Y | +37.6% | +19.9% | +17.7% | +19.1% |
| 3Y | -6.6% | +75.8% | -82.4% | -39.1% |
| 5Y | -42.2% | +73.8% | -116.1% | -61.6% |
| 10Y | +187.6% | +295.9% | -108.3% | +9.2% |
| All | +806.5% | +896.7% | -90.2% | +46.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling