+1,724.8%
MCD vs VGT
+2,283.9%
-559.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.6% |
| 7D | -2.8% | +1.0% | -3.8% | -3.2% |
| 30D | -6.0% | +1.3% | -7.3% | -6.7% |
| 3M | -5.6% | -1.1% | -4.4% | -6.0% |
| 6M | -21.9% | +32.6% | -54.5% | -31.4% |
| YTD | -14.7% | +29.0% | -43.7% | -24.5% |
| 1Y | -17.3% | +39.7% | -57.0% | -29.6% |
| 3Y | -2.2% | +120.9% | -123.1% | -34.6% |
| 5Y | +20.3% | +133.6% | -113.3% | -24.0% |
| 10Y | +180.7% | +792.6% | -611.9% | -12.1% |
| All | +1,724.8% | +2,283.9% | -559.1% | +225.1% |
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