+99.1%
V vs TECH
-40.1%
+139.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +2.2% | +0.2% | +2.0% | +2.2% |
| 30D | +13.6% | +0.3% | +13.2% | +13.5% |
| 3M | +14.3% | +1.3% | +13.0% | +14.0% |
| 6M | +33.1% | +54.0% | -20.9% | +22.1% |
| YTD | +21.2% | +24.3% | -3.1% | +14.8% |
| 1Y | +26.4% | +25.8% | +0.6% | +19.2% |
| 3Y | +77.6% | +26.0% | +51.6% | +58.0% |
| All | +99.1% | -40.1% | +139.2% | +117.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling