+75.3%
PEP vs VGT
+820.0%
-744.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.6% |
| 7D | -1.0% | -0.2% | -0.8% | -0.9% |
| 30D | -0.7% | -0.4% | -0.2% | -0.6% |
| 3M | -4.1% | +4.4% | -8.6% | -5.7% |
| 6M | -13.1% | +32.1% | -45.1% | -20.6% |
| YTD | -2.1% | +28.8% | -30.9% | -10.2% |
| 1Y | -1.7% | +35.3% | -37.0% | -11.5% |
| 3Y | -15.1% | +124.8% | -139.9% | -38.6% |
| 5Y | +3.1% | +137.9% | -134.8% | -29.1% |
| All | +75.3% | +820.0% | -744.8% | -36.8% |
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