+377.4%
VT vs TECH
+338.7%
+38.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | +1.0% | +0.7% | +0.3% | +0.7% |
| 3M | +2.4% | +36.3% | -34.0% | -8.6% |
| 6M | +12.0% | +25.6% | -13.6% | +1.0% |
| YTD | +15.3% | +23.7% | -8.4% | +3.9% |
| 1Y | +22.6% | +37.6% | -15.1% | +5.2% |
| 3Y | +74.7% | -6.6% | +81.3% | +64.2% |
| 5Y | +66.1% | -42.2% | +108.4% | +84.0% |
| 10Y | +225.0% | +187.6% | +37.4% | +54.3% |
| All | +377.4% | +338.7% | +38.7% | +65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling