+566.5%
VTRS vs TECH
+100,802.5%
-100,236.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | -3.5% | -0.1% | -3.4% | -3.4% |
| 30D | +2.1% | +0.3% | +1.8% | +2.1% |
| 3M | +2.6% | +32.9% | -30.3% | -4.0% |
| 6M | +17.8% | +32.1% | -14.3% | +9.3% |
| YTD | +35.7% | +23.4% | +12.3% | +27.4% |
| 1Y | +63.5% | +34.1% | +29.4% | +50.2% |
| 3Y | +85.1% | +2.2% | +82.9% | +77.1% |
| 5Y | +42.5% | -41.8% | +84.3% | +50.5% |
| 10Y | -48.2% | +188.9% | -237.1% | -61.1% |
| All | +566.5% | +100,802.5% | -100,236.0% | +67.2% |
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