-12.2%
PCG vs VGT
+2,283.9%
-2,296.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.3% |
| 7D | -13.9% | +1.0% | -14.9% | -14.3% |
| 30D | -16.9% | +1.3% | -18.2% | -17.4% |
| 3M | -14.7% | -1.1% | -13.6% | -15.1% |
| 6M | -23.8% | +32.6% | -56.4% | -33.8% |
| YTD | -10.5% | +29.0% | -39.5% | -21.6% |
| 1Y | -5.1% | +39.7% | -44.8% | -20.2% |
| 3Y | -11.6% | +120.9% | -132.5% | -42.1% |
| 5Y | +59.0% | +133.6% | -74.5% | -1.1% |
| 10Y | -75.7% | +792.6% | -868.3% | -92.0% |
| All | -12.2% | +2,283.9% | -2,296.1% | -82.4% |
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 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