+46.3%
VMC vs TECH
-42.3%
+88.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -16.6% |
| 6M | -8.6% | +32.1% | -40.6% | -15.9% |
| YTD | -11.9% | +23.4% | -35.3% | -17.9% |
| 1Y | -13.9% | +34.1% | -48.0% | -22.1% |
| 3Y | +18.2% | +2.2% | +16.0% | +12.0% |
| All | +46.3% | -42.3% | +88.6% | +55.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling