+2,235.4%
VGT vs PNR
+453.6%
+1,781.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.3% | -0.4% |
| 7D | -1.0% | -5.5% | +4.4% | +1.5% |
| 30D | -0.4% | -15.6% | +15.1% | +7.2% |
| 3M | +6.6% | -20.2% | +26.8% | +16.4% |
| 6M | +31.0% | -36.6% | +67.6% | +58.0% |
| YTD | +27.2% | -45.0% | +72.2% | +62.8% |
| 1Y | +34.5% | -47.4% | +81.9% | +75.4% |
| 3Y | +123.1% | -13.7% | +136.8% | +127.7% |
| 5Y | +135.1% | -20.8% | +155.9% | +145.3% |
| 10Y | +803.4% | +65.2% | +738.2% | +541.8% |
| All | +2,235.4% | +453.6% | +1,781.8% | +894.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling