+188.9%
TECH price history and return analytics
+222.7%
-33.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.6% |
| 7D | -0.1% | -0.1% | +0.1% | +0.1% |
| 30D | +0.3% | -0.7% | +1.0% | +0.9% |
| 3M | +32.9% | +4.0% | +28.9% | +27.5% |
| 6M | +32.1% | +12.3% | +19.8% | +16.2% |
| YTD | +23.4% | +14.0% | +9.4% | +7.0% |
| 1Y | +34.1% | +20.3% | +13.8% | +10.1% |
| 3Y | +2.2% | +75.4% | -73.3% | -41.8% |
| 5Y | -41.8% | +66.0% | -107.8% | -64.9% |
| 10Y | +188.9% | +228.2% | -39.3% | -2.4% |
| All | +188.9% | +222.7% | -33.8% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling