+57.1%
TEK vs VT
+40.0%
+17.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.5% |
| 7D | +1.0% | +0.4% | +0.5% | +0.2% |
| 30D | +0.9% | +1.0% | 0.0% | -0.7% |
| 3M | -7.5% | +2.4% | -9.9% | -10.2% |
| 6M | +30.4% | +12.0% | +18.4% | +10.4% |
| YTD | +29.4% | +15.3% | +14.0% | +5.0% |
| 1Y | +35.9% | +22.6% | +13.3% | +1.0% |
| All | +57.1% | +40.0% | +17.1% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling