+137.9%
VGT vs PNR
-21.7%
+159.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -0.2% | -6.0% | +5.9% | +2.8% |
| 30D | -0.4% | -14.0% | +13.5% | +6.7% |
| 3M | +4.4% | -21.7% | +26.1% | +15.5% |
| 6M | +32.1% | -37.3% | +69.3% | +62.7% |
| YTD | +28.8% | -45.1% | +73.9% | +69.2% |
| 1Y | +35.3% | -49.1% | +84.5% | +85.2% |
| 3Y | +124.8% | -14.8% | +139.6% | +124.2% |
| All | +137.9% | -21.7% | +159.6% | +134.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling