+1,794.5%
VGT vs PSLV
+109.5%
+1,685.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.2% |
| 7D | -0.2% | -3.5% | +3.3% | +0.3% |
| 30D | -0.4% | -2.1% | +1.7% | -0.2% |
| 3M | +4.4% | -1.6% | +6.1% | +4.5% |
| 6M | +32.1% | -25.5% | +57.6% | +36.5% |
| YTD | +28.8% | -11.4% | +40.2% | +28.1% |
| 1Y | +35.3% | +48.6% | -13.2% | +24.9% |
| 3Y | +124.8% | +166.9% | -42.1% | +90.9% |
| 5Y | +137.9% | +152.4% | -14.5% | +101.8% |
| 10Y | +814.2% | +187.8% | +626.5% | +650.0% |
| All | +1,794.5% | +109.5% | +1,685.0% | +1,399.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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