+30.1%
PCAR vs VGT
+40.8%
-10.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.2% | 0.0% |
| 7D | -0.5% | +1.0% | -1.5% | -0.8% |
| 30D | -6.2% | +1.3% | -7.5% | -6.6% |
| 3M | +5.9% | -1.1% | +7.0% | +6.0% |
| 6M | +0.4% | +32.6% | -32.2% | -9.5% |
| YTD | +14.8% | +29.0% | -14.2% | +4.1% |
| 1Y | +30.1% | +39.7% | -9.6% | +20.4% |
| All | +30.1% | +40.8% | -10.7% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling