+89.6%
VRT vs XLK
+38.8%
+50.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +1.5% |
| 7D | -8.4% | +0.2% | -8.6% | -8.5% |
| 30D | -10.9% | -0.6% | -10.2% | -9.6% |
| 3M | -13.7% | +2.6% | -16.2% | -15.3% |
| 6M | -4.1% | +34.0% | -38.1% | -41.7% |
| YTD | +58.7% | +30.7% | +28.1% | +1.4% |
| 1Y | +89.6% | +39.2% | +50.4% | -0.4% |
| All | +89.6% | +38.8% | +50.8% | -0.4% |
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