+35.6%
PFE vs VGT
+18.8%
+16.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.7% |
| 7D | +4.6% | -6.5% | +11.1% | +4.1% |
| 30D | +12.3% | -10.6% | +22.9% | +11.7% |
| 3M | +21.2% | -3.7% | +24.9% | +20.7% |
| 6M | +21.1% | +10.4% | +10.7% | +19.2% |
| YTD | +30.0% | +23.1% | +7.0% | +25.8% |
| 1Y | +35.6% | +19.9% | +15.7% | +31.1% |
| All | +35.6% | +18.8% | +16.8% | +31.1% |
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 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