+529.7%
TECH vs VEU
+174.2%
+355.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.4% |
| 7D | +0.2% | +0.5% | -0.3% | -0.2% |
| 30D | +0.5% | -2.3% | +2.8% | +1.7% |
| 3M | +1.1% | -4.4% | +5.5% | +3.5% |
| 6M | +51.0% | -2.2% | +53.2% | +52.3% |
| YTD | +24.4% | +10.9% | +13.4% | +16.0% |
| 1Y | +27.4% | +13.4% | +14.1% | +17.4% |
| 3Y | +28.5% | +69.7% | -41.2% | -5.1% |
| 5Y | -40.9% | +50.0% | -90.8% | -53.0% |
| 10Y | +192.5% | +145.8% | +46.7% | +83.9% |
| All | +529.7% | +174.2% | +355.5% | +243.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling