+1,908.5%
MCD vs VGT
+2,103.8%
-195.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.2% | -1.4% | +0.5% |
| 7D | +5.9% | -1.6% | +7.6% | +6.5% |
| 30D | +19.6% | -12.5% | +32.1% | +25.5% |
| 3M | +3.3% | -7.7% | +11.0% | +5.8% |
| 6M | +3.5% | -0.2% | +3.7% | +1.8% |
| YTD | -6.1% | +19.3% | -25.4% | -14.8% |
| 1Y | -3.7% | +18.2% | -21.8% | -12.4% |
| 3Y | +13.4% | +109.6% | -96.3% | -23.1% |
| 5Y | +25.2% | +105.5% | -80.4% | -16.8% |
| 10Y | +211.3% | +716.4% | -505.1% | +0.6% |
| All | +1,908.5% | +2,103.8% | -195.3% | +267.1% |
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