+25.8%
TECH vs VLTO
+18.3%
+7.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | +0.2% | +5.4% | -5.2% | -1.8% |
| 30D | +0.3% | +22.3% | -22.0% | -7.5% |
| 3M | +1.3% | +19.6% | -18.3% | -5.7% |
| 6M | +54.0% | +35.2% | +18.8% | +33.8% |
| YTD | +24.3% | +17.9% | +6.4% | +13.1% |
| 1Y | +25.8% | +19.5% | +6.3% | +13.8% |
| All | +25.8% | +18.3% | +7.5% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling