+62.5%
VUG vs TECH
-41.1%
+103.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.7% | +2.8% |
| 7D | +0.5% | +0.2% | +0.3% | +0.4% |
| 30D | -8.2% | +0.5% | -8.7% | -8.3% |
| 3M | -5.4% | +0.9% | -6.3% | -5.6% |
| 6M | -2.5% | +51.0% | -53.6% | -13.5% |
| YTD | +4.2% | +24.4% | -20.2% | -4.0% |
| 1Y | +5.0% | +27.6% | -22.5% | -4.3% |
| 3Y | +81.7% | +29.9% | +51.8% | +51.7% |
| 5Y | +62.5% | -40.6% | +103.2% | +88.1% |
| All | +62.5% | -41.1% | +103.6% | +88.1% |
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