+189.2%
TECH price history and return analytics
+224.4%
-35.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -1.2% |
| 7D | +0.1% | -0.7% | +0.8% | +0.6% |
| 30D | +0.3% | -1.7% | +2.1% | +1.8% |
| 3M | +1.0% | -2.3% | +3.3% | +2.9% |
| 6M | +54.0% | +1.5% | +52.5% | +50.5% |
| YTD | +24.3% | +12.0% | +12.3% | +9.3% |
| 1Y | +23.7% | +12.9% | +10.8% | +8.0% |
| 3Y | +28.5% | +74.9% | -46.5% | -27.0% |
| 5Y | -41.2% | +59.9% | -101.2% | -63.5% |
| 10Y | +189.2% | +224.6% | -35.4% | +2.8% |
| All | +189.2% | +224.4% | -35.2% | +2.8% |
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