+10.7%
TECH vs VLTO
+57.1%
-46.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.3% |
| 7D | +0.1% | +1.5% | -1.4% | -0.8% |
| 30D | +0.3% | +20.9% | -20.6% | -10.8% |
| 3M | +1.0% | +21.4% | -20.4% | -10.6% |
| 6M | +54.0% | +37.6% | +16.4% | +25.1% |
| YTD | +24.3% | +19.5% | +4.8% | +10.1% |
| 1Y | +23.7% | +22.0% | +1.7% | +7.9% |
| 3Y | +28.5% | +70.7% | -42.2% | -1.6% |
| All | +10.7% | +57.1% | -46.4% | -14.1% |
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