+183.8%
VXUS vs TECH
+382.9%
-199.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | +2.2% | +0.7% | +1.5% | +2.0% |
| 3M | +3.0% | +36.3% | -33.4% | -5.7% |
| 6M | +10.7% | +25.6% | -14.9% | +2.1% |
| YTD | +17.8% | +23.7% | -5.8% | +8.7% |
| 1Y | +27.6% | +37.6% | -10.1% | +13.3% |
| 3Y | +73.3% | -6.6% | +79.9% | +65.8% |
| 5Y | +54.3% | -42.2% | +96.6% | +68.1% |
| 10Y | +149.8% | +187.6% | -37.7% | +37.2% |
| All | +183.8% | +382.9% | -199.1% | +12.2% |
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