-40.7%
MP vs VGT
+17.9%
-58.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.9% | -2.2% | -3.3% |
| 7D | +2.3% | -1.6% | +3.9% | +4.3% |
| 30D | -15.3% | -10.1% | -5.2% | -1.5% |
| 3M | -33.5% | -5.3% | -28.3% | -28.5% |
| 6M | -45.5% | +0.2% | -45.7% | -46.0% |
| YTD | -27.3% | +21.1% | -48.4% | -47.4% |
| 1Y | -40.7% | +18.2% | -58.9% | -54.4% |
| All | -40.7% | +17.9% | -58.6% | -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 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