+2.3%
TECH vs VSXY
+335.0%
-332.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.9% | -4.0% | -0.6% |
| 7D | +0.2% | -6.8% | +7.0% | +0.9% |
| 30D | +0.1% | -20.4% | +20.5% | +2.7% |
| 3M | +37.5% | +2.9% | +34.6% | +36.4% |
| 6M | +34.6% | +67.9% | -33.3% | +22.6% |
| YTD | +23.5% | +44.9% | -21.4% | +14.7% |
| 1Y | +34.4% | +205.9% | -171.5% | +10.1% |
| 3Y | +2.3% | +373.9% | -371.6% | -26.4% |
| All | +2.3% | +335.0% | -332.7% | -26.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling