+120.6%
VLO vs TECH
+19.5%
+101.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.1% | -5.9% | -5.8% |
| 7D | -6.0% | +0.1% | -6.0% | -6.0% |
| 30D | -12.9% | +0.2% | -13.1% | -12.9% |
| 3M | +18.3% | +1.0% | +17.3% | +18.2% |
| 6M | +46.4% | +33.3% | +13.2% | +43.4% |
| YTD | +127.7% | +24.2% | +103.5% | +125.7% |
| 1Y | +120.6% | +19.7% | +100.9% | +118.4% |
| All | +120.6% | +19.5% | +101.1% | +118.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling