+125.8%
VGT vs PTC
-8.0%
+133.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.5% | +5.3% | +1.5% |
| 7D | +1.8% | -12.8% | +14.6% | +6.1% |
| 30D | -0.3% | -9.8% | +9.5% | +2.6% |
| 3M | +3.4% | -2.1% | +5.4% | +3.1% |
| 6M | +35.0% | -18.1% | +53.1% | +45.0% |
| YTD | +28.8% | -23.5% | +52.3% | +42.3% |
| 1Y | +38.0% | -37.4% | +75.3% | +67.5% |
| 3Y | +125.8% | -7.2% | +133.0% | +109.1% |
| All | +125.8% | -8.0% | +133.8% | +109.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling