+153.1%
MAR vs VGT
+131.4%
+21.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.1% |
| 7D | -2.1% | -1.0% | -1.0% | -1.5% |
| 30D | -5.7% | -0.4% | -5.2% | -5.5% |
| 3M | -14.6% | +6.6% | -21.2% | -18.7% |
| 6M | +1.3% | +31.0% | -29.7% | -16.1% |
| YTD | +6.7% | +27.2% | -20.5% | -10.3% |
| 1Y | +26.4% | +34.5% | -8.0% | +1.7% |
| 3Y | +64.7% | +123.1% | -58.4% | -8.9% |
| 5Y | +153.1% | +135.1% | +18.0% | +33.0% |
| All | +153.1% | +131.4% | +21.6% | +33.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling