+34.1%
TECH vs VIG
+14.1%
+20.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.7% |
| 7D | -0.1% | -1.2% | +1.1% | +1.6% |
| 30D | +0.3% | -2.8% | +3.1% | +4.5% |
| 3M | +32.9% | +2.5% | +30.5% | +27.4% |
| 6M | +32.1% | +8.1% | +24.0% | +17.1% |
| YTD | +23.4% | +9.6% | +13.8% | +7.8% |
| 1Y | +34.1% | +14.2% | +19.9% | +5.7% |
| All | +34.1% | +14.1% | +20.0% | +5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling