+2,826.7%
VRT vs TECH
+81.4%
+2,745.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.8% | +3.7% |
| 7D | +13.6% | +0.2% | +13.4% | +13.6% |
| 30D | +6.8% | +0.1% | +6.6% | +6.7% |
| 3M | -3.2% | +37.5% | -40.7% | -13.8% |
| 6M | +20.3% | +34.6% | -14.2% | +5.4% |
| YTD | +79.6% | +23.5% | +56.1% | +61.1% |
| 1Y | +139.0% | +34.4% | +104.6% | +105.7% |
| 3Y | +644.6% | +2.3% | +642.3% | +572.2% |
| 5Y | +1,024.4% | -41.7% | +1,066.1% | +1,164.2% |
| All | +2,826.7% | +81.4% | +2,745.3% | +2,304.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling