+635.3%
VST vs TECH
-40.2%
+675.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -6.0% | +0.2% | -6.2% | -6.1% |
| 30D | -18.8% | +0.5% | -19.3% | -18.8% |
| 3M | -8.0% | +1.1% | -9.1% | -8.2% |
| 6M | -10.9% | +51.0% | -62.0% | -18.8% |
| YTD | -18.3% | +24.4% | -42.7% | -23.3% |
| 1Y | -29.9% | +27.4% | -57.4% | -34.7% |
| 3Y | +290.3% | +28.5% | +261.8% | +245.1% |
| 5Y | +635.3% | -40.9% | +676.2% | +663.2% |
| All | +635.3% | -40.2% | +675.5% | +663.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling