+183.7%
TECH vs VTEB
+17.9%
+165.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.3% |
| 7D | -0.4% | -0.9% | +0.5% | +0.6% |
| 30D | 0.0% | -2.5% | +2.5% | +2.7% |
| 3M | +33.7% | -3.0% | +36.6% | +38.1% |
| 6M | +34.9% | -2.1% | +37.0% | +38.1% |
| YTD | +23.2% | -1.5% | +24.6% | +25.3% |
| 1Y | +36.3% | +0.2% | +36.1% | +36.3% |
| 3Y | +2.3% | +8.6% | -6.3% | -5.4% |
| 5Y | -42.9% | +1.2% | -44.1% | -44.5% |
| All | +183.7% | +17.9% | +165.8% | +198.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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