+96.3%
VTR vs TECH
+189.9%
-93.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.3% | -0.4% | +0.1% | -0.2% |
| 30D | +1.1% | 0.0% | +1.1% | +1.1% |
| 3M | +7.9% | +33.7% | -25.8% | +1.8% |
| 6M | +6.2% | +34.9% | -28.7% | -1.2% |
| YTD | +17.7% | +23.2% | -5.4% | +11.1% |
| 1Y | +32.9% | +36.3% | -3.4% | +21.8% |
| 3Y | +129.7% | +2.3% | +127.4% | +117.3% |
| 5Y | +89.3% | -42.9% | +132.2% | +104.4% |
| All | +96.3% | +189.9% | -93.6% | +38.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling