-3.9%
MCD vs VGT
+18.8%
-22.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.2% | +6.3% | +6.6% |
| 7D | +11.9% | -6.5% | +18.4% | +10.4% |
| 30D | +20.2% | -10.6% | +30.8% | +17.7% |
| 3M | +5.2% | -3.7% | +8.9% | +4.5% |
| 6M | 0.0% | +10.4% | -10.4% | +1.0% |
| YTD | -6.5% | +23.1% | -29.6% | -5.7% |
| 1Y | -3.9% | +19.9% | -23.8% | -3.3% |
| All | -3.9% | +18.8% | -22.7% | -3.3% |
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