+188.9%
TECH vs VEU
+150.1%
+38.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.6% |
| 7D | -0.1% | +0.3% | -0.4% | -0.4% |
| 30D | +0.3% | +0.7% | -0.4% | -0.4% |
| 3M | +32.9% | +4.7% | +28.2% | +27.1% |
| 6M | +32.1% | +11.6% | +20.4% | +17.6% |
| YTD | +23.4% | +16.8% | +6.6% | +5.2% |
| 1Y | +34.1% | +24.9% | +9.2% | +7.5% |
| 3Y | +2.2% | +75.7% | -73.6% | -39.7% |
| 5Y | -41.8% | +56.1% | -97.9% | -62.1% |
| 10Y | +188.9% | +153.6% | +35.3% | +35.1% |
| All | +188.9% | +150.1% | +38.8% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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