+119.0%
VSH vs TECH
+194.0%
-75.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.4% |
| 7D | -1.6% | +0.2% | -1.8% | -1.7% |
| 30D | -21.3% | +0.5% | -21.8% | -21.5% |
| 3M | -18.9% | +1.1% | -20.0% | -19.3% |
| 6M | -21.4% | +51.0% | -72.5% | -36.4% |
| YTD | +86.8% | +24.4% | +62.5% | +60.5% |
| 1Y | +85.8% | +27.4% | +58.3% | +57.2% |
| 3Y | +30.1% | +28.5% | +1.6% | +6.7% |
| 5Y | +42.8% | -40.9% | +83.7% | +68.1% |
| All | +119.0% | +194.0% | -75.0% | -4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling