+35.9%
VGT vs PTC
-36.9%
+72.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.1% | +0.1% |
| 7D | +1.5% | -13.6% | +15.0% | +2.7% |
| 30D | +0.5% | -14.7% | +15.2% | +1.8% |
| 3M | +5.3% | -5.9% | +11.2% | +7.1% |
| 6M | +32.4% | -21.1% | +53.6% | +42.1% |
| YTD | +28.6% | -26.0% | +54.6% | +41.9% |
| All | +35.9% | -36.9% | +72.7% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling