+141.6%
VGT vs PL
+41.8%
+99.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.2% |
| 7D | +5.6% | +22.3% | -16.6% | +2.8% |
| 30D | -10.6% | -8.3% | -2.3% | -9.8% |
| 3M | -6.9% | -43.3% | +36.4% | -0.5% |
| 6M | +0.9% | -65.8% | +66.8% | +13.6% |
| YTD | +20.4% | -29.5% | +49.9% | +21.1% |
| 1Y | +17.4% | +11.7% | +5.6% | +10.1% |
| 3Y | +106.3% | +540.6% | -434.3% | +37.4% |
| 5Y | +107.9% | +32.9% | +75.0% | +56.6% |
| All | +141.6% | +41.8% | +99.8% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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