+26.0%
TECH vs VLTO
+69.5%
-43.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.1% |
| 7D | +0.2% | +5.4% | -5.2% | -3.0% |
| 30D | +0.3% | +22.3% | -22.0% | -11.8% |
| 3M | +1.3% | +19.6% | -18.3% | -9.8% |
| 6M | +54.0% | +35.2% | +18.8% | +25.7% |
| YTD | +24.3% | +17.9% | +6.4% | +10.7% |
| 1Y | +25.8% | +19.5% | +6.3% | +10.7% |
| 3Y | +26.0% | +73.9% | -48.0% | +2.0% |
| All | +26.0% | +69.5% | -43.5% | +2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling