-51.4%
VG vs TECH
-3.9%
-47.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -22.0% | +0.2% | -22.2% | -22.1% |
| 30D | -11.6% | +0.3% | -12.0% | -11.7% |
| 3M | -14.9% | +1.3% | -16.2% | -15.0% |
| 6M | -3.5% | +54.0% | -57.5% | -10.2% |
| YTD | +70.0% | +24.3% | +45.7% | +61.6% |
| 1Y | +50.0% | +25.8% | +24.2% | +41.1% |
| All | -51.4% | -3.9% | -47.4% | -62.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling