+453.7%
MP vs VGT
+270.3%
+183.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.7% |
| 7D | +3.0% | +1.8% | +1.2% | +1.0% |
| 30D | +8.3% | -0.3% | +8.7% | +8.6% |
| 3M | -3.8% | +3.4% | -7.2% | -6.5% |
| 6M | -4.9% | +35.0% | -39.9% | -28.9% |
| YTD | +9.6% | +28.8% | -19.2% | -14.0% |
| 1Y | -11.7% | +38.0% | -49.7% | -35.1% |
| 3Y | +158.5% | +125.8% | +32.7% | +8.3% |
| 5Y | +68.9% | +134.7% | -65.8% | -30.6% |
| All | +453.7% | +270.3% | +183.4% | +81.8% |
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