+10.5%
TECH vs VLTO
+54.1%
-43.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | -0.1% | +12.0% | -12.1% | -6.8% |
| 30D | +0.3% | +20.8% | -20.5% | -10.8% |
| 3M | +1.0% | +20.1% | -19.1% | -10.0% |
| 6M | +28.6% | +32.6% | -4.0% | +7.1% |
| YTD | +24.1% | +17.3% | +6.8% | +11.1% |
| 1Y | +21.9% | +17.3% | +4.6% | +9.1% |
| 3Y | +25.7% | +66.9% | -41.2% | -2.6% |
| All | +10.5% | +54.1% | -43.6% | -13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling