+76.3%
VUG vs TECH
-41.8%
+118.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +0.9% | +0.2% | +0.7% | +0.8% |
| 30D | -1.4% | +0.1% | -1.6% | -1.5% |
| 3M | +2.3% | +37.5% | -35.2% | -6.6% |
| 6M | +15.7% | +34.6% | -18.9% | +4.7% |
| YTD | +8.6% | +23.5% | -14.9% | +0.2% |
| 1Y | +14.1% | +34.4% | -20.3% | +1.6% |
| 3Y | +87.9% | +2.3% | +85.6% | +74.6% |
| 5Y | +76.3% | -41.7% | +118.0% | +99.0% |
| All | +76.3% | -41.8% | +118.1% | +99.0% |
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