-41.7%
TECH vs VOO
+82.3%
-124.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.5% |
| 7D | +0.2% | +0.5% | -0.4% | -0.5% |
| 30D | +0.1% | -0.9% | +1.1% | +1.2% |
| 3M | +37.5% | +3.9% | +33.6% | +31.3% |
| 6M | +34.6% | +14.5% | +20.0% | +14.1% |
| YTD | +23.5% | +13.0% | +10.5% | +6.6% |
| 1Y | +34.4% | +19.4% | +15.0% | +8.7% |
| 3Y | +2.3% | +78.9% | -76.6% | -48.3% |
| 5Y | -41.7% | +82.3% | -124.0% | -71.0% |
| All | -41.7% | +82.3% | -124.0% | -71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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