+459.0%
TECH vs VOO
+817.1%
-358.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +0.7% | +0.1% | +0.7% | +0.6% |
| 3M | +36.3% | +2.0% | +34.3% | +33.7% |
| 6M | +25.6% | +13.0% | +12.5% | +11.6% |
| YTD | +23.7% | +13.6% | +10.1% | +9.6% |
| 1Y | +37.6% | +20.1% | +17.6% | +15.9% |
| 3Y | -6.6% | +77.6% | -84.2% | -44.3% |
| 5Y | -42.2% | +82.4% | -124.7% | -66.1% |
| 10Y | +187.6% | +316.8% | -129.3% | -14.9% |
| All | +459.0% | +817.1% | -358.1% | -17.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling