-40.2%
TECH vs VT
+53.2%
-93.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | +4.7% |
| 7D | -0.1% | -4.2% | +4.1% | +4.8% |
| 30D | +0.3% | -5.8% | +6.1% | +7.3% |
| 3M | +1.0% | -5.2% | +6.3% | +7.1% |
| 6M | +28.6% | +0.1% | +28.4% | +26.0% |
| YTD | +24.1% | +8.2% | +15.8% | +10.3% |
| 1Y | +21.9% | +10.1% | +11.8% | +6.0% |
| 3Y | +25.7% | +69.7% | -44.0% | -36.1% |
| 5Y | -40.2% | +53.4% | -93.6% | -65.2% |
| All | -40.2% | +53.2% | -93.4% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling