+57.8%
VT vs TECH
-41.1%
+98.9%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +0.4% | +0.2% | +0.1% | +0.3% |
| 30D | -2.6% | +0.5% | -3.1% | -2.7% |
| 3M | -3.2% | +0.9% | -4.1% | -3.4% |
| 6M | +0.9% | +51.0% | -50.1% | -8.1% |
| YTD | +11.3% | +24.4% | -13.1% | +4.4% |
| 1Y | +14.0% | +27.6% | -13.6% | +6.1% |
| 3Y | +75.8% | +29.9% | +45.9% | +54.4% |
| 5Y | +57.8% | -40.6% | +98.5% | +69.5% |
| All | +57.8% | -41.1% | +98.9% | +69.5% |
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