+99.9%
VLO vs TECH
+26.8%
+73.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -9.5% | +0.2% | -9.7% | -9.5% |
| 30D | -19.1% | +0.5% | -19.6% | -19.2% |
| 3M | +11.4% | +1.1% | +10.3% | +11.2% |
| 6M | +46.7% | +51.0% | -4.3% | +40.6% |
| YTD | +118.6% | +24.4% | +94.3% | +115.0% |
| 1Y | +99.9% | +27.4% | +72.4% | +97.5% |
| All | +99.9% | +26.8% | +73.1% | +97.5% |
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 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