-43.2%
MP vs VGT
+14.5%
-57.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.9% | +1.1% | +0.4% |
| 7D | -3.6% | -4.1% | +0.5% | +1.9% |
| 30D | -21.0% | -13.6% | -7.3% | -2.6% |
| 3M | -33.3% | -8.0% | -25.3% | -25.3% |
| 6M | -45.9% | -1.5% | -44.5% | -45.2% |
| YTD | -27.8% | +17.7% | -45.5% | -45.7% |
| 1Y | -43.2% | +13.8% | -57.0% | -53.6% |
| All | -43.2% | +14.5% | -57.7% | -53.6% |
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