+34.4%
TECH vs VO
+14.5%
+19.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.6% |
| 7D | +0.2% | +0.6% | -0.4% | -0.7% |
| 30D | +0.1% | -1.1% | +1.2% | +1.5% |
| 3M | +37.5% | +4.5% | +32.9% | +29.0% |
| 6M | +34.6% | +11.1% | +23.5% | +16.1% |
| YTD | +23.5% | +13.5% | +9.9% | +3.9% |
| 1Y | +34.4% | +14.5% | +19.9% | +10.2% |
| All | +34.4% | +14.5% | +19.9% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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