+297.5%
VST vs TECH
+25.7%
+271.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | -0.5% | +0.2% | -0.7% | -0.5% |
| 30D | -17.1% | +0.5% | -17.6% | -17.1% |
| 3M | -4.6% | +0.9% | -5.4% | -4.7% |
| 6M | -9.1% | +51.0% | -60.1% | -15.8% |
| YTD | -16.6% | +24.4% | -41.0% | -20.9% |
| 1Y | -29.5% | +27.6% | -57.1% | -33.5% |
| 3Y | +297.5% | +29.9% | +267.6% | +265.7% |
| All | +297.5% | +25.7% | +271.8% | +265.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling