+20.8%
PFE vs VGT
+107.1%
-86.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.6% | -2.1% |
| 7D | -2.1% | +5.6% | -7.7% | -2.4% |
| 30D | +3.1% | -10.6% | +13.7% | +3.7% |
| 3M | +11.2% | -6.9% | +18.1% | +11.5% |
| 6M | +15.0% | +0.9% | +14.1% | +14.3% |
| YTD | +23.5% | +20.4% | +3.1% | +20.1% |
| 1Y | +18.9% | +17.4% | +1.5% | +15.9% |
| All | +20.8% | +107.1% | -86.3% | +14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling