+173.8%
TEKX vs VT
+46.2%
+127.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.8% | +4.4% |
| 7D | +13.3% | +1.0% | +12.3% | +10.9% |
| 30D | +2.3% | -0.2% | +2.5% | +3.0% |
| 3M | -0.7% | +4.5% | -5.2% | -9.2% |
| 6M | +55.9% | +14.1% | +41.8% | +19.7% |
| YTD | +69.3% | +14.8% | +54.5% | +29.3% |
| 1Y | +97.8% | +21.2% | +76.6% | +35.6% |
| All | +173.8% | +46.2% | +127.6% | +43.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling