+34,532.9%
VLO vs TECH
+101,612.5%
-67,079.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.0% |
| 7D | -6.5% | +0.2% | -6.7% | -6.5% |
| 30D | -17.8% | +0.5% | -18.3% | -17.8% |
| 3M | +19.6% | +0.9% | +18.7% | +19.4% |
| 6M | +49.3% | +51.0% | -1.8% | +38.8% |
| YTD | +122.4% | +24.4% | +98.0% | +111.8% |
| 1Y | +107.4% | +27.6% | +79.9% | +96.5% |
| 3Y | +223.1% | +29.9% | +193.1% | +198.6% |
| 5Y | +432.2% | -40.6% | +472.9% | +448.9% |
| 10Y | +743.6% | +196.7% | +546.9% | +565.7% |
| All | +34,532.9% | +101,612.5% | -67,079.6% | +14,720.9% |
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