+135.2%
VGT vs PTC
-0.9%
+136.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.1% | +1.3% |
| 7D | +1.5% | -13.6% | +15.0% | +7.8% |
| 30D | +0.5% | -14.7% | +15.2% | +7.1% |
| 3M | +5.3% | -5.9% | +11.2% | +6.0% |
| 6M | +32.4% | -21.1% | +53.6% | +45.1% |
| YTD | +28.6% | -26.0% | +54.6% | +45.1% |
| 1Y | +37.6% | -36.8% | +74.5% | +68.6% |
| 3Y | +125.5% | -10.3% | +135.8% | +117.0% |
| 5Y | +135.2% | +1.2% | +134.0% | +102.8% |
| All | +135.2% | -0.9% | +136.1% | +102.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling