+64.6%
VTI vs TECH
-41.0%
+105.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | -1.5% | +0.5% | -2.1% | -1.6% |
| 3M | -3.2% | +1.1% | -4.3% | -3.4% |
| 6M | +2.3% | +62.8% | -60.5% | -9.4% |
| YTD | +11.6% | +24.5% | -12.8% | +4.0% |
| 1Y | +13.8% | +20.6% | -6.9% | +6.7% |
| 3Y | +77.4% | +29.5% | +48.0% | +53.6% |
| All | +64.6% | -41.0% | +105.5% | +79.5% |
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