+445.3%
MP vs VGT
+271.0%
+174.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.1% |
| 7D | -2.9% | +1.0% | -3.8% | -3.9% |
| 30D | +13.8% | +1.3% | +12.5% | +12.2% |
| 3M | -16.7% | -1.1% | -15.6% | -15.1% |
| 6M | -11.5% | +32.6% | -44.1% | -32.7% |
| YTD | +7.9% | +29.0% | -21.1% | -15.5% |
| 1Y | -15.0% | +39.7% | -54.7% | -38.3% |
| 3Y | +153.5% | +120.9% | +32.6% | +8.9% |
| 5Y | +58.7% | +133.6% | -74.9% | -34.5% |
| All | +445.3% | +271.0% | +174.3% | +78.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling