+340.9%
TECH price history and return analytics
+374.2%
-33.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.1% | +0.4% | -0.3% | -0.2% |
| 30D | +0.7% | +1.0% | -0.3% | 0.0% |
| 3M | +36.3% | +2.4% | +34.0% | +34.0% |
| 6M | +25.6% | +12.0% | +13.6% | +15.3% |
| YTD | +23.7% | +15.3% | +8.4% | +11.3% |
| 1Y | +37.6% | +22.6% | +15.1% | +18.8% |
| 3Y | -6.6% | +74.7% | -81.3% | -36.1% |
| 5Y | -42.2% | +66.1% | -108.4% | -58.7% |
| 10Y | +187.6% | +225.0% | -37.4% | +40.6% |
| All | +340.9% | +374.2% | -33.3% | +58.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling