+2,010.2%
VRT vs TECH
+82.8%
+1,927.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.5% | +1.5% |
| 7D | +18.6% | +0.2% | +18.4% | +18.5% |
| 30D | -11.7% | +0.5% | -12.1% | -11.8% |
| 3M | -27.3% | +1.0% | -28.2% | -27.5% |
| 6M | -42.9% | +54.1% | -96.9% | -51.3% |
| YTD | +29.5% | +24.4% | +5.1% | +15.9% |
| 1Y | +21.0% | +19.3% | +1.7% | +10.0% |
| 3Y | +403.1% | +28.5% | +374.6% | +308.2% |
| 5Y | +688.8% | -41.0% | +729.8% | +785.1% |
| All | +2,010.2% | +82.8% | +1,927.4% | +1,629.3% |
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