+1,106.2%
MPC vs VGT
+732.2%
+374.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.2% | +1.4% | +2.7% |
| 7D | -9.4% | -1.6% | -7.8% | -8.6% |
| 30D | -14.3% | -12.5% | -1.8% | -7.6% |
| 3M | +31.1% | -7.7% | +38.8% | +36.3% |
| 6M | +60.3% | -0.2% | +60.4% | +56.7% |
| YTD | +142.5% | +19.3% | +123.3% | +108.7% |
| 1Y | +104.6% | +18.2% | +86.4% | +76.7% |
| 3Y | +191.7% | +109.6% | +82.1% | +62.2% |
| 5Y | +549.2% | +105.5% | +443.7% | +252.0% |
| 10Y | +1,106.2% | +716.4% | +389.9% | +111.0% |
| All | +1,106.2% | +732.2% | +374.0% | +111.0% |
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 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