+769.3%
VST vs TECH
-42.5%
+811.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +8.9% | +0.1% | +8.8% | +8.9% |
| 30D | +6.2% | +0.7% | +5.5% | +6.0% |
| 3M | -2.7% | +36.3% | -39.1% | -9.3% |
| 6M | -8.4% | +25.6% | -33.9% | -13.8% |
| YTD | -7.2% | +23.7% | -30.9% | -12.8% |
| 1Y | -20.9% | +37.6% | -58.5% | -28.1% |
| 3Y | +384.0% | -6.6% | +390.6% | +366.7% |
| All | +769.3% | -42.5% | +811.8% | +808.4% |
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