+1,474.1%
VTR vs TECH
+5,596.7%
-4,122.6%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.3% | -0.4% |
| 7D | -2.4% | +0.2% | -2.6% | -2.4% |
| 30D | -3.7% | +0.1% | -3.9% | -3.8% |
| 3M | +13.5% | +37.5% | -24.0% | +6.2% |
| 6M | +7.2% | +34.6% | -27.4% | -0.4% |
| YTD | +17.6% | +23.5% | -5.9% | +10.6% |
| 1Y | +35.4% | +34.4% | +1.0% | +24.4% |
| 3Y | +132.8% | +2.3% | +130.6% | +119.7% |
| 5Y | +88.7% | -41.7% | +130.4% | +96.0% |
| 10Y | +87.6% | +177.6% | -90.0% | +38.7% |
| All | +1,474.1% | +5,596.7% | -4,122.6% | +526.7% |
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