-40.6%
TECH price history and return analytics
+57.4%
-98.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -3.0% |
| 7D | +0.2% | +0.4% | -0.1% | -0.6% |
| 30D | +0.5% | -2.6% | +3.1% | +3.3% |
| 3M | +0.9% | -3.2% | +4.1% | +4.3% |
| 6M | +51.0% | +0.9% | +50.1% | +47.8% |
| YTD | +24.4% | +11.3% | +13.1% | +6.9% |
| 1Y | +27.6% | +14.0% | +13.6% | +6.3% |
| 3Y | +29.9% | +75.8% | -45.9% | -36.7% |
| 5Y | -40.6% | +57.8% | -98.5% | -66.8% |
| All | -40.6% | +57.4% | -98.0% | -66.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling