+35,208.6%
VLO vs TECH
+101,570.6%
-66,362.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -16.6% | +0.3% | -16.9% | -16.6% |
| 3M | +12.3% | +1.0% | +11.3% | +12.1% |
| 6M | +47.8% | +54.0% | -6.1% | +37.0% |
| YTD | +126.7% | +24.3% | +102.4% | +116.0% |
| 1Y | +105.4% | +23.7% | +81.7% | +95.5% |
| 3Y | +222.0% | +28.5% | +193.5% | +198.1% |
| 5Y | +449.8% | -41.2% | +491.1% | +468.0% |
| 10Y | +754.3% | +189.2% | +565.1% | +576.7% |
| All | +35,208.6% | +101,570.6% | -66,362.0% | +15,011.2% |
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