+160.2%
VXUS vs TECH
+385.3%
-225.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | -1.8% | +0.2% | -1.9% | -1.8% |
| 30D | -4.6% | +0.3% | -4.9% | -4.6% |
| 3M | -6.1% | +1.3% | -7.4% | -6.4% |
| 6M | -4.9% | +54.0% | -58.9% | -16.1% |
| YTD | +8.1% | +24.3% | -16.2% | -0.4% |
| 1Y | +12.1% | +25.8% | -13.7% | +2.7% |
| 3Y | +63.9% | +26.0% | +37.9% | +42.5% |
| 5Y | +43.1% | -40.1% | +83.2% | +54.5% |
| 10Y | +139.2% | +210.6% | -71.4% | +27.5% |
| All | +160.2% | +385.3% | -225.0% | +2.8% |
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