+124.8%
VGT vs PNR
-14.5%
+139.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -0.2% | -6.0% | +5.9% | +2.1% |
| 30D | -0.4% | -14.0% | +13.5% | +5.0% |
| 3M | +4.4% | -21.7% | +26.1% | +13.0% |
| 6M | +32.1% | -37.3% | +69.3% | +56.4% |
| YTD | +28.8% | -45.1% | +73.9% | +61.0% |
| 1Y | +35.3% | -49.1% | +84.5% | +75.4% |
| 3Y | +124.8% | -14.8% | +139.6% | +137.1% |
| All | +124.8% | -14.5% | +139.2% | +137.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 3y: compounded portfolio wealth divided by compounded PNR 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…
3y analysis · Full analysis span regression · 6 months rolling