+1,913.8%
MCD vs VGT
+2,075.1%
-161.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.8% |
| 7D | +7.3% | -4.1% | +11.4% | +8.9% |
| 30D | +20.0% | -13.6% | +33.6% | +26.5% |
| 3M | +3.8% | -8.0% | +11.8% | +6.5% |
| 6M | +3.8% | -1.5% | +5.2% | +2.6% |
| YTD | -5.9% | +17.7% | -23.6% | -14.1% |
| 1Y | -3.2% | +13.8% | -17.0% | -10.7% |
| 3Y | +13.3% | +101.6% | -88.3% | -21.8% |
| 5Y | +25.2% | +106.7% | -81.4% | -17.1% |
| 10Y | +213.3% | +717.0% | -503.6% | +1.0% |
| All | +1,913.8% | +2,075.1% | -161.4% | +269.9% |
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