+4.4%
PEP vs VGT
+16.0%
-11.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.9% | +1.7% |
| 7D | +2.9% | +2.5% | +0.4% | +3.7% |
| 30D | +12.5% | -9.5% | +22.0% | +9.3% |
| 3M | +4.5% | -9.5% | +14.0% | +1.7% |
| 6M | -0.5% | -1.8% | +1.3% | -0.6% |
| YTD | +4.4% | +18.4% | -14.0% | +6.7% |
| 1Y | +4.4% | +18.7% | -14.4% | +6.8% |
| All | +4.4% | +16.0% | -11.7% | +6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling