-41.7%
TECH vs VIG
+63.6%
-105.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.9% |
| 7D | +0.2% | -0.4% | +0.6% | +0.7% |
| 30D | +0.1% | -2.1% | +2.2% | +3.1% |
| 3M | +37.5% | +3.3% | +34.2% | +31.1% |
| 6M | +34.6% | +9.3% | +25.3% | +18.4% |
| YTD | +23.5% | +10.1% | +13.3% | +7.8% |
| 1Y | +34.4% | +14.7% | +19.7% | +11.0% |
| 3Y | +2.3% | +56.9% | -54.7% | -43.7% |
| 5Y | -41.7% | +62.9% | -104.6% | -69.2% |
| All | -41.7% | +63.6% | -105.3% | -69.2% |
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