+548.8%
PLTR vs VGT
+134.3%
+414.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.3% | -0.3% |
| 7D | 0.0% | +1.5% | -1.4% | -2.0% |
| 30D | -3.3% | +0.5% | -3.8% | -4.0% |
| 3M | +28.4% | +5.3% | +23.1% | +17.6% |
| 6M | +8.4% | +32.4% | -24.1% | -30.8% |
| YTD | -4.6% | +28.6% | -33.2% | -36.5% |
| 1Y | +4.4% | +37.6% | -33.2% | -36.8% |
| 3Y | +1,020.5% | +125.5% | +895.0% | +220.6% |
| 5Y | +548.8% | +135.2% | +413.6% | +89.5% |
| All | +548.8% | +134.3% | +414.5% | +89.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling