+7.2%
VNQ vs TECH
-42.4%
+49.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.6% | -0.8% |
| 7D | -2.6% | -0.5% | -2.1% | -2.5% |
| 30D | -2.3% | 0.0% | -2.4% | -2.3% |
| 3M | -2.8% | +37.4% | -40.2% | -9.9% |
| 6M | +2.5% | +36.9% | -34.4% | -6.2% |
| YTD | +8.4% | +23.1% | -14.6% | +1.4% |
| 1Y | +6.8% | +42.2% | -35.5% | -4.7% |
| 3Y | +29.9% | +1.9% | +28.0% | +23.0% |
| 5Y | +7.2% | -42.9% | +50.1% | +14.4% |
| All | +7.2% | -42.4% | +49.6% | +14.4% |
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 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