+181.3%
MCD vs VGT
+797.7%
-616.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -2.9% | +1.5% | -4.3% | -3.3% |
| 30D | -6.7% | +0.5% | -7.3% | -7.0% |
| 3M | -9.6% | +5.3% | -14.8% | -11.5% |
| 6M | -22.3% | +32.4% | -54.7% | -30.1% |
| YTD | -15.4% | +28.6% | -44.0% | -23.4% |
| 1Y | -16.8% | +37.6% | -54.4% | -26.8% |
| 3Y | -2.4% | +125.5% | -127.9% | -31.9% |
| 5Y | +19.4% | +135.2% | -115.8% | -20.2% |
| 10Y | +181.3% | +812.9% | -631.6% | -1.0% |
| All | +181.3% | +797.7% | -616.4% | -1.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling