+61.8%
PCG vs VGT
+133.4%
-71.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.7% |
| 7D | +5.4% | +1.8% | +3.6% | +4.9% |
| 30D | -15.1% | -0.3% | -14.8% | -15.1% |
| 3M | -9.8% | +3.4% | -13.2% | -10.9% |
| 6M | -18.0% | +35.0% | -53.0% | -25.5% |
| YTD | -7.2% | +28.8% | -36.0% | -14.7% |
| 1Y | +2.9% | +38.0% | -35.1% | -7.9% |
| 3Y | -11.1% | +125.8% | -136.9% | -35.5% |
| 5Y | +61.8% | +134.7% | -73.0% | +10.6% |
| All | +61.8% | +133.4% | -71.6% | +10.6% |
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