+1,190.7%
VUG vs TECH
+791.9%
+398.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.7% |
| 6M | -2.5% | +51.0% | -53.6% | -17.0% |
| YTD | +4.2% | +24.4% | -20.2% | -7.0% |
| 1Y | +5.0% | +27.6% | -22.5% | -7.5% |
| 3Y | +81.7% | +29.9% | +51.8% | +48.3% |
| 5Y | +62.5% | -40.6% | +103.2% | +79.2% |
| 10Y | +396.3% | +196.7% | +199.6% | +167.6% |
| All | +1,190.7% | +791.9% | +398.7% | +352.8% |
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