+10.7%
TECH vs VLTO
+54.8%
-44.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.1% |
| 7D | +0.2% | +5.4% | -5.2% | -2.9% |
| 30D | +0.3% | +22.3% | -22.0% | -11.4% |
| 3M | +1.3% | +19.6% | -18.3% | -9.5% |
| 6M | +54.0% | +35.2% | +18.8% | +26.6% |
| YTD | +24.3% | +17.9% | +6.4% | +11.0% |
| 1Y | +25.8% | +19.5% | +6.3% | +11.1% |
| 3Y | +26.0% | +73.9% | -48.0% | -4.0% |
| All | +10.7% | +54.8% | -44.2% | -13.4% |
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