-35.6%
TECH vs VSXY
+93.0%
-128.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.1% |
| 7D | +0.1% | -1.7% | +1.9% | +0.3% |
| 30D | +0.5% | +20.1% | -19.6% | -2.1% |
| 3M | +1.1% | +16.6% | -15.5% | -1.5% |
| 6M | +62.8% | +134.9% | -72.1% | +40.7% |
| YTD | +24.5% | +96.0% | -71.5% | +9.8% |
| 1Y | +20.6% | +203.8% | -183.1% | -1.3% |
| 3Y | +29.5% | +465.3% | -435.9% | -9.5% |
| 5Y | -40.9% | +106.3% | -147.2% | -53.8% |
| All | -35.6% | +93.0% | -128.6% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 10y: compounded portfolio wealth divided by compounded VSXY 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…
10y analysis · Full analysis span regression · 6 months rolling