+42.6%
VSH vs TECH
-41.1%
+83.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.1% | +13.4% | +13.4% |
| 7D | +3.5% | +0.2% | +3.3% | +3.4% |
| 30D | -22.4% | +0.5% | -22.9% | -22.6% |
| 3M | -25.2% | +0.9% | -26.0% | -25.5% |
| 6M | -22.5% | +51.0% | -73.6% | -35.9% |
| YTD | +84.2% | +24.4% | +59.8% | +61.0% |
| 1Y | +87.1% | +27.6% | +59.5% | +61.2% |
| 3Y | +31.7% | +29.9% | +1.7% | +11.1% |
| 5Y | +42.6% | -40.6% | +83.2% | +52.3% |
| All | +42.6% | -41.1% | +83.7% | +52.3% |
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