+1,917.9%
VRT vs TECH
+82.7%
+1,835.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.1% | +9.6% | +9.6% |
| 7D | -10.6% | +0.2% | -10.8% | -10.7% |
| 30D | -17.4% | +0.5% | -17.9% | -17.6% |
| 3M | -26.4% | +0.9% | -27.2% | -26.6% |
| 6M | -41.0% | +51.0% | -92.1% | -49.4% |
| YTD | +23.8% | +24.4% | -0.5% | +10.8% |
| 1Y | +11.6% | +27.6% | -16.0% | -1.3% |
| 3Y | +403.5% | +29.9% | +373.6% | +306.4% |
| 5Y | +647.0% | -40.6% | +687.7% | +737.0% |
| All | +1,917.9% | +82.7% | +1,835.1% | +1,553.8% |
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