+3,449.4%
MCK vs VGT
+2,280.0%
+1,169.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.4% |
| 7D | -2.9% | -0.2% | -2.8% | -2.8% |
| 30D | +0.4% | -0.4% | +0.9% | +0.5% |
| 3M | +12.1% | +4.4% | +7.7% | +8.9% |
| 6M | -5.4% | +32.1% | -37.5% | -18.4% |
| YTD | +7.8% | +28.8% | -21.0% | -6.2% |
| 1Y | +22.9% | +35.3% | -12.4% | +4.0% |
| 3Y | +110.7% | +124.8% | -14.0% | +32.0% |
| 5Y | +346.2% | +137.9% | +208.3% | +159.1% |
| 10Y | +440.1% | +814.2% | -374.1% | +33.2% |
| All | +3,449.4% | +2,280.0% | +1,169.4% | +368.2% |
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