+173.7%
VEA vs TECH
+492.3%
-318.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.4% |
| 7D | +1.0% | +0.1% | +0.8% | +0.9% |
| 30D | +1.9% | +0.7% | +1.2% | +1.7% |
| 3M | +3.2% | +36.3% | -33.1% | -7.1% |
| 6M | +10.2% | +25.6% | -15.3% | +0.1% |
| YTD | +18.9% | +23.7% | -4.8% | +7.9% |
| 1Y | +29.3% | +37.6% | -8.3% | +12.2% |
| 3Y | +76.8% | -6.6% | +83.4% | +66.9% |
| 5Y | +61.2% | -42.2% | +103.5% | +76.9% |
| 10Y | +163.3% | +187.6% | -24.3% | +28.9% |
| All | +173.7% | +492.3% | -318.6% | -12.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling