+33.8%
VWO vs TECH
-43.3%
+77.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -1.8% | -0.4% | -1.3% | -1.7% |
| 30D | -0.1% | 0.0% | -0.1% | -0.1% |
| 3M | +2.2% | +33.7% | -31.4% | -2.9% |
| 6M | +8.8% | +34.9% | -26.1% | +2.3% |
| YTD | +12.4% | +23.2% | -10.8% | +7.1% |
| 1Y | +15.6% | +36.3% | -20.7% | +7.6% |
| 3Y | +62.5% | +2.3% | +60.3% | +55.7% |
| All | +33.8% | -43.3% | +77.2% | +39.6% |
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