+68.5%
VG vs TECH
+21.0%
+47.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +14.0% | +0.1% | +13.8% | +14.0% |
| 30D | -1.0% | +0.5% | -1.5% | -0.9% |
| 3M | -2.7% | +1.1% | -3.8% | -2.5% |
| 6M | +1.5% | +62.8% | -61.4% | +9.8% |
| YTD | +93.7% | +24.5% | +69.2% | +101.6% |
| 1Y | +68.5% | +20.6% | +47.9% | +73.4% |
| All | +68.5% | +21.0% | +47.5% | +73.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling