+200.2%
MDT vs VGT
+2,276.4%
-2,076.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.3% | +1.5% | -1.8% | -1.0% |
| 30D | +2.8% | +0.5% | +2.2% | +2.3% |
| 3M | +13.1% | +5.3% | +7.8% | +9.3% |
| 6M | +2.3% | +32.4% | -30.1% | -12.2% |
| YTD | -2.7% | +28.6% | -31.3% | -15.6% |
| 1Y | +0.9% | +37.6% | -36.8% | -15.9% |
| 3Y | +26.8% | +125.5% | -98.7% | -21.1% |
| 5Y | -19.5% | +135.2% | -154.6% | -52.6% |
| 10Y | +40.6% | +812.9% | -772.3% | -62.6% |
| All | +200.2% | +2,276.4% | -2,076.2% | -54.4% |
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