+432.5%
PG vs VGT
+2,280.0%
-1,847.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.2% |
| 7D | -0.8% | -0.2% | -0.6% | -0.7% |
| 30D | +0.8% | -0.4% | +1.3% | +0.9% |
| 3M | -1.3% | +4.4% | -5.8% | -3.2% |
| 6M | -3.8% | +32.1% | -35.9% | -13.2% |
| YTD | +3.6% | +28.8% | -25.2% | -6.0% |
| 1Y | -5.7% | +35.3% | -41.1% | -16.3% |
| 3Y | +1.6% | +124.8% | -123.2% | -27.4% |
| 5Y | +14.6% | +137.9% | -123.3% | -22.1% |
| 10Y | +121.2% | +814.2% | -693.1% | -18.1% |
| All | +432.5% | +2,280.0% | -1,847.5% | +18.0% |
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