+526.3%
TECH vs VEU
+192.1%
+334.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.3% |
| 7D | +0.1% | +1.1% | -1.0% | -0.6% |
| 30D | +0.7% | +2.2% | -1.5% | -0.6% |
| 3M | +36.3% | +3.0% | +33.4% | +33.9% |
| 6M | +25.6% | +10.9% | +14.7% | +17.5% |
| YTD | +23.7% | +18.2% | +5.5% | +11.4% |
| 1Y | +37.6% | +28.3% | +9.4% | +18.3% |
| 3Y | -6.6% | +74.6% | -81.2% | -32.0% |
| 5Y | -42.2% | +56.4% | -98.6% | -55.2% |
| 10Y | +187.6% | +153.0% | +34.6% | +77.4% |
| All | +526.3% | +192.1% | +334.2% | +230.2% |
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