+1,346.3%
VSH vs TECH
+101,612.5%
-100,266.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -22.5% |
| 3M | -25.2% | +0.9% | -26.0% | -25.4% |
| 6M | -22.5% | +51.0% | -73.6% | -32.4% |
| YTD | +84.2% | +24.4% | +59.8% | +67.5% |
| 1Y | +87.1% | +27.6% | +59.5% | +68.6% |
| 3Y | +31.7% | +29.9% | +1.7% | +17.5% |
| 5Y | +42.6% | -40.6% | +83.2% | +58.2% |
| 10Y | +116.6% | +196.7% | -80.1% | +48.8% |
| All | +1,346.3% | +101,612.5% | -100,266.2% | +283.3% |
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 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