+168.2%
PCAR vs VGT
+133.4%
+34.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | 0.0% | +1.8% | -1.8% | -0.7% |
| 30D | -7.7% | -0.3% | -7.4% | -7.7% |
| 3M | +3.7% | +3.4% | +0.3% | +1.9% |
| 6M | +2.3% | +35.0% | -32.7% | -11.1% |
| YTD | +12.8% | +28.8% | -16.0% | 0.0% |
| 1Y | +27.8% | +38.0% | -10.2% | +9.4% |
| 3Y | +61.8% | +125.8% | -64.0% | +8.6% |
| 5Y | +168.2% | +134.7% | +33.5% | +64.7% |
| All | +168.2% | +133.4% | +34.8% | +64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling