+13.8%
VRT vs XLK
+19.7%
-5.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | 0.0% | -12.9% | -12.9% |
| 7D | -15.4% | -7.6% | -7.8% | -4.4% |
| 30D | -19.0% | -12.2% | -6.8% | -0.4% |
| 3M | -23.8% | -5.5% | -18.4% | -16.1% |
| 6M | -37.9% | +9.2% | -47.0% | -45.4% |
| YTD | +27.0% | +23.0% | +3.9% | -10.4% |
| 1Y | +13.8% | +20.7% | -6.9% | -15.1% |
| All | +13.8% | +19.7% | -5.9% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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