+66.7%
VSH vs TECH
-41.8%
+108.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | +6.2% | +0.2% | +6.0% | +6.1% |
| 30D | -11.1% | +0.1% | -11.3% | -11.2% |
| 3M | -44.9% | +37.5% | -82.4% | -52.2% |
| 6M | +90.0% | +34.6% | +55.4% | +61.2% |
| YTD | +118.8% | +23.5% | +95.3% | +92.3% |
| 1Y | +109.0% | +34.4% | +74.6% | +75.2% |
| 3Y | +35.6% | +2.3% | +33.4% | +25.7% |
| 5Y | +66.7% | -41.7% | +108.4% | +73.9% |
| All | +66.7% | -41.8% | +108.5% | +73.9% |
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