-39.3%
VG vs TECH
-4.4%
-34.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.7% | +0.1% | +1.6% | +1.7% |
| 30D | +16.0% | +0.7% | +15.3% | +15.9% |
| 3M | +9.7% | +36.3% | -26.6% | +4.5% |
| 6M | +29.6% | +25.6% | +4.0% | +24.4% |
| YTD | +112.0% | +23.7% | +88.3% | +101.7% |
| 1Y | +12.8% | +37.6% | -24.8% | +2.1% |
| All | -39.3% | -4.4% | -34.9% | -52.8% |
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