+27.6%
MCK vs VGT
+18.8%
+8.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.2% | +6.8% | +7.1% |
| 7D | +11.3% | -6.5% | +17.8% | +9.1% |
| 30D | +16.8% | -10.6% | +27.4% | +13.1% |
| 3M | +28.9% | -3.7% | +32.6% | +27.8% |
| 6M | +32.7% | +10.4% | +22.3% | +34.2% |
| YTD | +30.8% | +23.1% | +7.7% | +32.6% |
| 1Y | +27.6% | +19.9% | +7.7% | +28.8% |
| All | +27.6% | +18.8% | +8.8% | +28.8% |
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