+1,134.0%
MPC vs VGT
+788.0%
+346.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.4% |
| 7D | +3.9% | +1.8% | +2.0% | +2.7% |
| 30D | +33.8% | -0.3% | +34.1% | +33.7% |
| 3M | +49.9% | +3.4% | +46.5% | +45.2% |
| 6M | +80.9% | +35.0% | +46.0% | +45.6% |
| YTD | +147.4% | +28.8% | +118.7% | +104.5% |
| 1Y | +123.2% | +38.0% | +85.2% | +75.1% |
| 3Y | +171.7% | +125.8% | +45.9% | +44.5% |
| 5Y | +678.6% | +134.7% | +543.8% | +282.3% |
| 10Y | +1,134.0% | +792.6% | +341.4% | +75.3% |
| All | +1,134.0% | +788.0% | +346.1% | +75.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling