+938.9%
VLO vs TECH
+179.6%
+759.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | +6.2% | -0.1% | +6.3% | +6.3% |
| 30D | +23.5% | +0.3% | +23.2% | +23.4% |
| 3M | +53.9% | +32.9% | +20.9% | +42.7% |
| 6M | +81.7% | +32.1% | +49.6% | +66.6% |
| YTD | +142.5% | +23.4% | +119.1% | +125.8% |
| 1Y | +145.4% | +34.1% | +111.4% | +121.5% |
| 3Y | +197.3% | +2.2% | +195.1% | +177.9% |
| 5Y | +614.6% | -41.8% | +656.4% | +677.8% |
| 10Y | +938.9% | +188.9% | +750.0% | +438.5% |
| All | +938.9% | +179.6% | +759.3% | +438.5% |
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