-40.6%
TECH vs VIG
+63.4%
-104.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.4% | -3.3% |
| 7D | +0.2% | +0.4% | -0.2% | -0.7% |
| 30D | +0.5% | +4.3% | -3.8% | -5.6% |
| 3M | +0.9% | +2.0% | -1.2% | -2.5% |
| 6M | +51.0% | +10.2% | +40.9% | +31.0% |
| YTD | +24.4% | +14.8% | +9.6% | +1.9% |
| 1Y | +27.6% | +17.5% | +10.1% | +1.3% |
| 3Y | +29.9% | +67.4% | -37.5% | -35.1% |
| 5Y | -40.6% | +63.4% | -104.0% | -69.1% |
| All | -40.6% | +63.4% | -104.0% | -69.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling