+977.6%
VRT vs XLK
+146.9%
+830.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +1.6% |
| 7D | -8.4% | +0.2% | -8.6% | -8.5% |
| 30D | -10.9% | -0.6% | -10.2% | -9.7% |
| 3M | -13.7% | +2.6% | -16.2% | -15.6% |
| 6M | -4.1% | +34.0% | -38.1% | -38.3% |
| YTD | +58.7% | +30.7% | +28.1% | +6.9% |
| 1Y | +89.6% | +39.2% | +50.4% | +17.8% |
| 3Y | +558.1% | +120.4% | +437.7% | +137.6% |
| All | +977.6% | +146.9% | +830.6% | +235.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling