+427.0%
MCK vs VGT
+820.0%
-393.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.3% |
| 7D | -2.9% | -0.2% | -2.8% | -2.9% |
| 30D | +0.4% | -0.4% | +0.9% | +0.5% |
| 3M | +12.1% | +4.4% | +7.7% | +10.1% |
| 6M | -5.4% | +32.1% | -37.5% | -14.5% |
| YTD | +7.8% | +28.8% | -21.0% | -1.9% |
| 1Y | +22.9% | +35.3% | -12.4% | +9.6% |
| 3Y | +110.7% | +124.8% | -14.0% | +49.7% |
| 5Y | +346.2% | +137.9% | +208.3% | +200.5% |
| All | +427.0% | +820.0% | -393.0% | +82.9% |
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 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