+462.0%
TECH vs VOO
+795.4%
-333.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +0.2% | -0.6% | +0.8% | +0.5% |
| 30D | +0.5% | -3.6% | +4.1% | +3.7% |
| 3M | +1.1% | -2.7% | +3.8% | +3.2% |
| 6M | +51.0% | +2.2% | +48.8% | +47.1% |
| YTD | +24.4% | +10.9% | +13.5% | +12.2% |
| 1Y | +27.4% | +11.3% | +16.1% | +14.6% |
| 3Y | +28.5% | +76.9% | -48.4% | -23.4% |
| 5Y | -40.9% | +73.5% | -114.4% | -63.9% |
| 10Y | +192.5% | +307.7% | -115.2% | -12.0% |
| All | +462.0% | +795.4% | -333.4% | -15.6% |
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