+120.9%
MPC vs VGT
+40.8%
+80.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | +5.4% | +1.0% | +4.4% | +5.5% |
| 30D | +31.0% | +1.3% | +29.7% | +31.0% |
| 3M | +46.0% | -1.1% | +47.2% | +46.0% |
| 6M | +77.3% | +32.6% | +44.7% | +76.6% |
| YTD | +141.9% | +29.0% | +112.9% | +140.2% |
| 1Y | +120.9% | +39.7% | +81.2% | +137.0% |
| All | +120.9% | +40.8% | +80.2% | +137.0% |
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