+22.1%
VMC vs TECH
-0.6%
+22.7%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.5% | -1.6% |
| 7D | -0.5% | +0.2% | -0.7% | -0.6% |
| 30D | -9.1% | +0.1% | -9.2% | -9.1% |
| 3M | -4.1% | +37.5% | -41.6% | -9.7% |
| 6M | -5.5% | +34.6% | -40.1% | -11.5% |
| YTD | -8.9% | +23.5% | -32.4% | -13.5% |
| 1Y | -12.9% | +34.4% | -47.3% | -19.2% |
| 3Y | +22.1% | +2.3% | +19.9% | +26.4% |
| All | +22.1% | -0.6% | +22.7% | +26.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling