-41.2%
TECH vs VCLT
-16.6%
-24.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.2% |
| 7D | +0.1% | -0.6% | +0.7% | +0.6% |
| 30D | +0.3% | +2.3% | -1.9% | -1.7% |
| 3M | +1.0% | -0.9% | +1.9% | +1.7% |
| 6M | +54.0% | -3.6% | +57.6% | +59.1% |
| YTD | +24.3% | -3.2% | +27.5% | +27.8% |
| 1Y | +23.7% | -4.2% | +27.9% | +28.4% |
| 3Y | +28.5% | +15.0% | +13.5% | +15.1% |
| 5Y | -41.2% | -16.2% | -25.0% | -34.0% |
| All | -41.2% | -16.6% | -24.6% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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