+2,060.0%
VGT vs PTC
+1,758.6%
+301.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.7% | -1.4% |
| 7D | -4.1% | +1.3% | -5.4% | -4.6% |
| 30D | -13.6% | +1.1% | -14.7% | -14.0% |
| 3M | -8.0% | +30.1% | -38.1% | -18.8% |
| 6M | -1.5% | +34.0% | -35.5% | -15.4% |
| YTD | +17.7% | +12.8% | +4.9% | +7.4% |
| 1Y | +13.8% | +10.7% | +3.1% | +4.6% |
| 3Y | +101.6% | +29.6% | +71.9% | +71.6% |
| 5Y | +106.7% | +63.5% | +43.1% | +59.7% |
| 10Y | +717.0% | +316.7% | +400.3% | +324.4% |
| All | +2,060.0% | +1,758.6% | +301.4% | +495.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling