-36.2%
TECH vs VSXY
+37.5%
-73.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.0% | -0.4% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | 0.0% | -18.7% | +18.6% | +2.5% |
| 3M | +33.7% | -4.0% | +37.6% | +33.7% |
| 6M | +34.9% | +67.5% | -32.6% | +22.0% |
| YTD | +23.2% | +39.7% | -16.5% | +14.1% |
| 1Y | +36.3% | +180.0% | -143.7% | +12.2% |
| 3Y | +2.3% | +337.3% | -335.0% | -26.2% |
| 5Y | -42.9% | +22.7% | -65.6% | -53.3% |
| All | -36.2% | +37.5% | -73.8% | -46.7% |
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