+68.0%
VXUS vs TECH
+29.6%
+38.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | -1.1% | +0.5% | -1.6% | -1.2% |
| 3M | -5.6% | +1.1% | -6.7% | -5.8% |
| 6M | -2.3% | +62.8% | -65.1% | -8.8% |
| YTD | +10.4% | +24.5% | -14.1% | +6.0% |
| 1Y | +13.1% | +20.6% | -7.6% | +9.1% |
| 3Y | +68.0% | +29.5% | +38.5% | +54.7% |
| All | +68.0% | +29.6% | +38.4% | +54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling