-9.5%
VMC vs TECH
+36.9%
-46.4%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -4.3% | +0.1% | -4.4% | -4.3% |
| 30D | -8.2% | +0.7% | -9.0% | -8.3% |
| 3M | -7.0% | +36.3% | -43.4% | -10.8% |
| 6M | -10.8% | +25.6% | -36.3% | -14.0% |
| YTD | -7.4% | +23.7% | -31.1% | -11.3% |
| 1Y | -9.5% | +37.6% | -47.1% | -14.6% |
| All | -9.5% | +36.9% | -46.4% | -14.6% |
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