+19.9%
MDT vs VGT
+18.8%
+1.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +6.2% |
| 7D | +10.7% | -6.5% | +17.2% | +9.2% |
| 30D | +19.3% | -10.6% | +29.9% | +16.9% |
| 3M | +22.8% | -3.7% | +26.5% | +21.9% |
| 6M | +36.4% | +10.4% | +26.0% | +35.4% |
| YTD | +12.1% | +23.1% | -11.0% | +9.3% |
| 1Y | +19.9% | +19.9% | 0.0% | +17.0% |
| All | +19.9% | +18.8% | +1.1% | +17.0% |
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