-75.3%
PCG vs VGT
+797.7%
-873.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.1% | -4.2% |
| 7D | +6.5% | +1.5% | +5.0% | +5.8% |
| 30D | -16.7% | +0.5% | -17.3% | -17.0% |
| 3M | -14.2% | +5.3% | -19.4% | -16.8% |
| 6M | -21.5% | +32.4% | -53.9% | -32.2% |
| YTD | -11.2% | +28.6% | -39.8% | -22.6% |
| 1Y | -4.2% | +37.6% | -41.8% | -19.7% |
| 3Y | -14.9% | +125.5% | -140.4% | -47.3% |
| 5Y | +54.2% | +135.2% | -80.9% | -9.6% |
| 10Y | -75.3% | +812.9% | -888.2% | -93.1% |
| All | -75.3% | +797.7% | -873.0% | -93.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling