+3.5%
VRT vs TECH
+26.8%
-23.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -17.7% | +0.2% | -17.9% | -17.7% |
| 30D | -20.0% | +0.5% | -20.5% | -20.0% |
| 3M | -28.1% | +1.1% | -29.2% | -28.1% |
| 6M | -42.8% | +51.0% | -93.9% | -42.3% |
| YTD | +20.0% | +24.4% | -4.4% | +18.0% |
| 1Y | +3.5% | +27.4% | -23.9% | +2.9% |
| All | +3.5% | +26.8% | -23.3% | +2.9% |
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