+189.3%
TECH vs VIG
+262.6%
-73.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | 0.0% |
| 7D | +0.1% | +3.5% | -3.3% | -3.5% |
| 30D | +0.5% | +4.9% | -4.4% | -4.8% |
| 3M | +1.1% | +2.5% | -1.4% | -1.9% |
| 6M | +62.8% | +11.0% | +51.8% | +45.3% |
| YTD | +24.5% | +16.0% | +8.5% | +6.2% |
| 1Y | +20.6% | +17.5% | +3.1% | +1.6% |
| 3Y | +29.5% | +67.0% | -37.5% | -22.0% |
| 5Y | -40.9% | +64.8% | -105.7% | -63.6% |
| All | +189.3% | +262.6% | -73.3% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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