+80.6%
VTV vs TECH
-43.3%
+124.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.8% |
| 6M | +13.5% | +34.9% | -21.4% | +6.4% |
| YTD | +18.5% | +23.2% | -4.7% | +12.7% |
| 1Y | +22.9% | +36.3% | -13.4% | +14.1% |
| 3Y | +67.8% | +2.3% | +65.6% | +60.5% |
| All | +80.6% | -43.3% | +124.0% | +85.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling