-15.1%
MP vs VGT
+99.2%
-114.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.4% | +3.6% | +3.5% |
| 7D | -10.5% | -7.2% | -3.3% | -3.1% |
| 30D | -23.5% | -16.1% | -7.4% | -7.6% |
| 3M | -25.4% | -9.2% | -16.3% | -17.3% |
| 6M | -51.3% | -0.7% | -50.5% | -50.3% |
| YTD | -29.9% | +15.6% | -45.5% | -38.6% |
| 1Y | -31.8% | +14.4% | -46.2% | -39.2% |
| 3Y | +127.0% | +105.2% | +21.8% | +1.5% |
| All | -15.1% | +99.2% | -114.2% | -55.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling