+31.4%
VCIT vs TECH
+187.7%
-156.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | -1.4% | +0.2% | -1.6% | -1.4% |
| 30D | +0.8% | +0.5% | +0.3% | +0.8% |
| 3M | -1.7% | +1.0% | -2.7% | -1.8% |
| 6M | -2.1% | +54.1% | -56.1% | -3.9% |
| YTD | -2.0% | +24.4% | -26.4% | -3.2% |
| 1Y | -1.5% | +19.3% | -20.8% | -2.5% |
| 3Y | +19.0% | +28.5% | -9.5% | +16.4% |
| 5Y | +3.8% | -41.0% | +44.7% | +4.0% |
| All | +31.4% | +187.7% | -156.3% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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