+438.6%
PWR vs VGT
+131.4%
+307.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.5% |
| 7D | -0.2% | -1.0% | +0.8% | +0.6% |
| 30D | -7.7% | -0.4% | -7.3% | -7.4% |
| 3M | -4.9% | +6.6% | -11.5% | -9.3% |
| 6M | +9.7% | +31.0% | -21.3% | -11.7% |
| YTD | +46.7% | +27.2% | +19.4% | +20.7% |
| 1Y | +58.7% | +34.5% | +24.3% | +25.5% |
| 3Y | +200.7% | +123.1% | +77.6% | +65.3% |
| 5Y | +438.6% | +135.1% | +303.5% | +188.6% |
| All | +438.6% | +131.4% | +307.1% | +188.6% |
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