+7,867.3%
PWR vs VGT
+2,279.6%
+5,587.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.5% |
| 7D | +4.5% | +1.8% | +2.7% | +2.7% |
| 30D | -4.9% | -0.3% | -4.6% | -4.6% |
| 3M | -7.9% | +3.4% | -11.2% | -10.4% |
| 6M | +18.3% | +35.0% | -16.6% | -11.9% |
| YTD | +51.5% | +28.8% | +22.7% | +17.9% |
| 1Y | +70.3% | +38.0% | +32.3% | +24.3% |
| 3Y | +210.6% | +125.8% | +84.8% | +39.3% |
| 5Y | +456.7% | +134.7% | +321.9% | +130.0% |
| 10Y | +2,396.1% | +792.6% | +1,603.5% | +103.2% |
| All | +7,867.3% | +2,279.6% | +5,587.7% | +87.1% |
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