+35,889.1%
VLO vs TECH
+101,053.8%
-65,164.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +5.2% | +0.1% | +5.1% | +5.2% |
| 30D | +22.6% | +0.7% | +21.9% | +22.4% |
| 3M | +43.8% | +36.3% | +7.4% | +36.1% |
| 6M | +65.7% | +25.6% | +40.2% | +57.8% |
| YTD | +131.1% | +23.7% | +107.4% | +120.3% |
| 1Y | +143.6% | +37.6% | +106.0% | +127.1% |
| 3Y | +201.4% | -6.6% | +208.0% | +193.5% |
| 5Y | +568.9% | -42.2% | +611.1% | +591.9% |
| 10Y | +891.8% | +187.6% | +704.2% | +686.2% |
| All | +35,889.1% | +101,053.8% | -65,164.8% | +15,315.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling