+3,101.0%
MPC vs VGT
+1,724.0%
+1,377.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.1% |
| 7D | +5.4% | +1.0% | +4.4% | +4.6% |
| 30D | +31.0% | +1.3% | +29.7% | +29.4% |
| 3M | +46.0% | -1.1% | +47.2% | +45.1% |
| 6M | +77.3% | +32.6% | +44.7% | +39.6% |
| YTD | +141.9% | +29.0% | +112.9% | +93.6% |
| 1Y | +120.9% | +39.7% | +81.2% | +65.2% |
| 3Y | +182.7% | +120.9% | +61.8% | +39.3% |
| 5Y | +646.4% | +133.6% | +512.9% | +229.2% |
| 10Y | +1,138.7% | +792.6% | +346.2% | +32.2% |
| All | +3,101.0% | +1,724.0% | +1,377.0% | +48.5% |
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