+484.0%
V vs TECH
+187.9%
+296.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +9.0% | +0.5% | +8.4% | +8.8% |
| 3M | +16.7% | +1.1% | +15.6% | +16.4% |
| 6M | +33.4% | +62.8% | -29.4% | +15.7% |
| YTD | +22.4% | +24.5% | -2.1% | +12.4% |
| 1Y | +27.7% | +20.6% | +7.0% | +18.2% |
| 3Y | +78.0% | +29.5% | +48.5% | +50.1% |
| 5Y | +108.5% | -40.9% | +149.4% | +132.2% |
| All | +484.0% | +187.9% | +296.1% | +204.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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