+1,668.3%
PLTR vs VGT
+199.2%
+1,469.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | +0.3% |
| 7D | +4.7% | +2.5% | +2.3% | +1.2% |
| 30D | -16.4% | -9.5% | -6.9% | -3.5% |
| 3M | -6.2% | -9.5% | +3.3% | +7.9% |
| 6M | +29.2% | -1.8% | +30.9% | +30.3% |
| YTD | -5.5% | +18.4% | -23.9% | -28.2% |
| 1Y | -2.4% | +18.7% | -21.2% | -26.0% |
| 3Y | +752.3% | +103.8% | +648.5% | +199.1% |
| 5Y | +635.8% | +104.4% | +531.5% | +174.3% |
| All | +1,668.3% | +199.2% | +1,469.1% | +366.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling