+15,819.0%
MA vs VGT
+2,116.8%
+13,702.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +2.7% |
| 7D | +1.3% | +2.5% | -1.2% | -0.9% |
| 30D | +9.6% | -9.5% | +19.1% | +17.9% |
| 3M | +16.8% | -9.5% | +26.3% | +24.8% |
| 6M | +35.2% | -1.8% | +37.0% | +31.4% |
| YTD | +16.6% | +18.4% | -1.8% | -5.2% |
| 1Y | +19.8% | +18.7% | +1.0% | -3.2% |
| 3Y | +70.7% | +103.8% | -33.1% | -22.2% |
| 5Y | +87.4% | +104.4% | -17.0% | -17.6% |
| 10Y | +570.0% | +716.9% | -146.8% | -29.4% |
| All | +15,819.0% | +2,116.8% | +13,702.2% | +576.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling