+139.0%
VRT vs TECH
+34.5%
+104.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +6.8% |
| 3M | -3.2% | +37.5% | -40.7% | -4.4% |
| 6M | +20.3% | +34.6% | -14.2% | +18.9% |
| YTD | +79.6% | +23.5% | +56.1% | +77.4% |
| 1Y | +139.0% | +34.4% | +104.6% | +133.9% |
| All | +139.0% | +34.5% | +104.5% | +133.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling