+1,606.2%
PCAR vs VGT
+2,283.9%
-677.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.2% | -0.1% |
| 7D | -0.5% | +1.0% | -1.5% | -1.3% |
| 30D | -6.2% | +1.3% | -7.5% | -7.4% |
| 3M | +5.9% | -1.1% | +7.0% | +5.7% |
| 6M | +0.4% | +32.6% | -32.2% | -22.7% |
| YTD | +14.8% | +29.0% | -14.2% | -9.9% |
| 1Y | +30.1% | +39.7% | -9.6% | -5.6% |
| 3Y | +66.7% | +120.9% | -54.3% | -23.8% |
| 5Y | +166.1% | +133.6% | +32.6% | +7.8% |
| 10Y | +353.7% | +792.6% | -438.9% | -64.1% |
| All | +1,606.2% | +2,283.9% | -677.7% | -58.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling