+171.7%
MPC vs VGT
+126.0%
+45.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.3% |
| 7D | +3.9% | +1.8% | +2.0% | +3.3% |
| 30D | +33.8% | -0.3% | +34.1% | +33.8% |
| 3M | +49.9% | +3.4% | +46.5% | +47.7% |
| 6M | +80.9% | +35.0% | +46.0% | +61.2% |
| YTD | +147.4% | +28.8% | +118.7% | +124.0% |
| 1Y | +123.2% | +38.0% | +85.2% | +95.7% |
| 3Y | +171.7% | +125.8% | +45.9% | +92.7% |
| All | +171.7% | +126.0% | +45.7% | +92.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling