+26.2%
MAR vs VGT
+40.8%
-14.5%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | -4.2% | +1.0% | -5.1% | -4.3% |
| 30D | -6.7% | +1.3% | -8.0% | -6.8% |
| 3M | -12.5% | -1.1% | -11.3% | -12.1% |
| 6M | +0.6% | +32.6% | -32.1% | -7.7% |
| YTD | +9.1% | +29.0% | -19.9% | +0.2% |
| 1Y | +26.2% | +39.7% | -13.5% | +11.2% |
| All | +26.2% | +40.8% | -14.5% | +11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling