+70.6%
MA vs VGT
+108.2%
-37.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.9% | -2.6% | -0.3% |
| 7D | -1.8% | -1.6% | -0.2% | -1.5% |
| 30D | +11.0% | -10.1% | +21.1% | +13.3% |
| 3M | +17.9% | -5.3% | +23.1% | +18.7% |
| 6M | +33.2% | +0.2% | +32.9% | +31.2% |
| YTD | +16.5% | +21.1% | -4.6% | +7.8% |
| 1Y | +19.1% | +18.2% | +0.9% | +11.0% |
| All | +70.6% | +108.2% | -37.6% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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