-50.0%
VTRS vs TECH
+189.9%
-239.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -2.2% | -0.4% | -1.8% | -2.1% |
| 30D | +3.3% | 0.0% | +3.4% | +3.3% |
| 3M | +2.0% | +33.7% | -31.7% | -7.6% |
| 6M | +19.9% | +34.9% | -15.0% | +6.6% |
| YTD | +35.7% | +23.2% | +12.6% | +23.6% |
| 1Y | +68.1% | +36.3% | +31.8% | +46.9% |
| 3Y | +87.1% | +2.3% | +84.8% | +73.5% |
| 5Y | +47.6% | -42.9% | +90.5% | +61.5% |
| All | -50.0% | +189.9% | -239.9% | -75.1% |
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