+228.7%
VTV vs TECH
+189.9%
+38.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | -1.1% | -0.4% | -0.7% | -1.0% |
| 30D | -1.0% | 0.0% | -1.0% | -1.0% |
| 3M | +4.6% | +33.7% | -29.0% | -2.3% |
| 6M | +13.5% | +34.9% | -21.4% | +4.4% |
| YTD | +18.5% | +23.2% | -4.7% | +11.0% |
| 1Y | +22.9% | +36.3% | -13.4% | +11.7% |
| 3Y | +67.8% | +2.3% | +65.6% | +58.1% |
| 5Y | +81.8% | -42.9% | +124.7% | +96.6% |
| All | +228.7% | +189.9% | +38.8% | +97.6% |
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 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