+1,636.0%
VSH vs TECH
+101,053.8%
-99,417.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.5% | +4.4% |
| 7D | +4.1% | +0.1% | +3.9% | +4.0% |
| 30D | -4.2% | +0.7% | -4.9% | -4.4% |
| 3M | -50.0% | +36.3% | -86.3% | -54.8% |
| 6M | +80.2% | +25.6% | +54.6% | +63.9% |
| YTD | +121.1% | +23.7% | +97.4% | +101.4% |
| 1Y | +112.0% | +37.6% | +74.4% | +86.1% |
| 3Y | +22.5% | -6.6% | +29.1% | +20.8% |
| 5Y | +64.0% | -42.2% | +106.3% | +83.0% |
| 10Y | +170.4% | +187.6% | -17.2% | +87.3% |
| All | +1,636.0% | +101,053.8% | -99,417.9% | +360.9% |
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 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