+10.1%
TECH vs VLTO
+27.2%
-17.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +1.0% |
| 7D | +0.1% | -2.3% | +2.4% | +1.5% |
| 30D | +0.7% | -0.9% | +1.6% | +1.1% |
| 3M | +36.3% | +13.8% | +22.5% | +24.6% |
| 6M | +25.6% | +2.0% | +23.6% | +23.2% |
| YTD | +23.7% | -3.2% | +26.9% | +24.9% |
| 1Y | +37.6% | -9.2% | +46.8% | +45.2% |
| All | +10.1% | +27.2% | -17.1% | -2.6% |
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