+23.0%
MMM vs VGT
+18.8%
+4.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.2% | +9.3% | +9.5% |
| 7D | +12.2% | -6.5% | +18.7% | +13.5% |
| 30D | +18.8% | -10.6% | +29.4% | +21.1% |
| 3M | +7.4% | -3.7% | +11.1% | +7.8% |
| 6M | +38.3% | +10.4% | +28.0% | +32.6% |
| YTD | +22.9% | +23.1% | -0.2% | +12.1% |
| 1Y | +23.0% | +19.9% | +3.1% | +13.1% |
| All | +23.0% | +18.8% | +4.2% | +13.1% |
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