+112.1%
PFE vs VGT
+2,283.9%
-2,171.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.6% | -1.4% |
| 7D | +1.8% | +1.0% | +0.8% | +1.3% |
| 30D | +10.2% | +1.3% | +8.9% | +9.5% |
| 3M | +12.7% | -1.1% | +13.8% | +12.3% |
| 6M | +10.5% | +32.6% | -22.1% | -3.6% |
| YTD | +20.2% | +29.0% | -8.8% | +5.9% |
| 1Y | +24.1% | +39.7% | -15.6% | +5.1% |
| 3Y | -3.6% | +120.9% | -124.5% | -36.2% |
| 5Y | -20.9% | +133.6% | -154.4% | -51.0% |
| 10Y | +35.8% | +792.6% | -756.7% | -62.8% |
| All | +112.1% | +2,283.9% | -2,171.8% | -69.9% |
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