+227.8%
VST vs TECH
+25.7%
+202.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.1% | -6.1% | -6.1% |
| 7D | -19.9% | -0.1% | -19.8% | -19.9% |
| 30D | -29.7% | +0.3% | -30.0% | -29.7% |
| 3M | -19.6% | +1.0% | -20.6% | -19.7% |
| 6M | -29.4% | +28.6% | -58.0% | -33.0% |
| YTD | -29.7% | +24.1% | -53.8% | -33.3% |
| 1Y | -40.0% | +21.9% | -62.0% | -43.0% |
| All | +227.8% | +25.7% | +202.1% | +201.6% |
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