-13.9%
VMC vs TECH
+34.1%
-48.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -3.2% |
| 7D | -5.3% | -0.1% | -5.3% | -5.3% |
| 30D | -12.3% | +0.3% | -12.6% | -12.3% |
| 3M | -10.3% | +32.9% | -43.2% | -13.7% |
| 6M | -8.6% | +32.1% | -40.6% | -12.6% |
| YTD | -11.9% | +23.4% | -35.3% | -15.6% |
| 1Y | -13.9% | +34.1% | -48.0% | -18.7% |
| All | -13.9% | +34.1% | -48.0% | -18.7% |
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