+17.9%
PM vs VGT
+35.2%
-17.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +1.0% |
| 7D | +4.7% | -0.2% | +4.8% | +4.6% |
| 30D | +2.6% | -0.4% | +3.1% | +2.6% |
| 3M | +6.6% | +4.4% | +2.1% | +8.4% |
| 6M | +16.5% | +32.1% | -15.6% | +22.6% |
| YTD | +21.2% | +28.8% | -7.6% | +26.6% |
| 1Y | +17.9% | +35.3% | -17.4% | +28.2% |
| All | +17.9% | +35.2% | -17.3% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling