+82.7%
TEKX vs VT
+38.2%
+44.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.3% |
| 7D | -7.2% | -2.3% | -4.9% | -2.2% |
| 30D | -28.0% | -5.0% | -23.1% | -18.9% |
| 3M | -32.0% | -4.9% | -27.1% | -23.2% |
| 6M | -24.0% | -1.5% | -22.5% | -19.8% |
| YTD | +12.9% | +8.5% | +4.4% | -1.5% |
| 1Y | +2.9% | +11.4% | -8.5% | -14.8% |
| All | +82.7% | +38.2% | +44.5% | +9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling