+10.7%
TECH vs VLTO
+56.1%
-45.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.4% |
| 7D | +0.2% | +2.0% | -1.8% | -1.0% |
| 30D | +0.5% | +21.8% | -21.3% | -11.0% |
| 3M | +0.9% | +20.2% | -19.4% | -10.2% |
| 6M | +51.0% | +36.3% | +14.7% | +23.4% |
| YTD | +24.4% | +18.8% | +5.5% | +10.6% |
| 1Y | +27.6% | +20.4% | +7.2% | +12.2% |
| 3Y | +29.9% | +71.9% | -42.0% | -0.7% |
| All | +10.7% | +56.1% | -45.4% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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