+2,723.0%
VRT vs TECH
+81.7%
+2,641.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +9.1% | +0.1% | +9.0% | +9.1% |
| 30D | +0.9% | +0.7% | +0.2% | +0.7% |
| 3M | -13.4% | +36.3% | -49.7% | -22.6% |
| 6M | +11.7% | +25.6% | -13.9% | +0.4% |
| YTD | +73.2% | +23.7% | +49.5% | +55.3% |
| 1Y | +123.4% | +37.6% | +85.8% | +90.4% |
| 3Y | +606.2% | -6.6% | +612.8% | +566.7% |
| 5Y | +899.9% | -42.2% | +942.1% | +1,027.2% |
| All | +2,723.0% | +81.7% | +2,641.3% | +2,217.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling