+159.3%
MP vs VGT
+103.6%
+55.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.2% | +5.1% |
| 7D | +9.5% | +2.5% | +7.0% | +6.9% |
| 30D | -3.0% | -9.5% | +6.5% | +6.7% |
| 3M | -30.4% | -9.5% | -20.9% | -23.2% |
| 6M | -39.2% | -1.8% | -37.4% | -37.2% |
| YTD | -23.3% | +18.4% | -41.7% | -32.4% |
| 1Y | -32.6% | +18.7% | -51.4% | -40.5% |
| 3Y | +159.3% | +103.8% | +55.5% | +36.5% |
| All | +159.3% | +103.6% | +55.7% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling