+409.6%
VUG vs TECH
+189.8%
+219.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -1.9% | -0.5% | -1.4% | -1.7% |
| 30D | -1.6% | 0.0% | -1.6% | -1.6% |
| 3M | +4.4% | +37.4% | -33.1% | -6.7% |
| 6M | +13.2% | +36.9% | -23.7% | -0.5% |
| YTD | +7.5% | +23.1% | -15.6% | -2.7% |
| 1Y | +12.5% | +42.2% | -29.8% | -4.3% |
| 3Y | +86.0% | +1.9% | +84.0% | +69.2% |
| 5Y | +76.5% | -42.9% | +119.4% | +101.1% |
| All | +409.6% | +189.8% | +219.8% | +186.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling