+3,106.3%
MPC vs VGT
+1,564.3%
+1,542.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.8% |
| 7D | -8.8% | -4.1% | -4.7% | -6.2% |
| 30D | -14.4% | -13.6% | -0.7% | -5.6% |
| 3M | +21.9% | -8.0% | +29.9% | +27.9% |
| 6M | +60.1% | -1.5% | +61.6% | +57.2% |
| YTD | +142.3% | +17.7% | +124.6% | +105.1% |
| 1Y | +101.7% | +13.8% | +87.9% | +74.7% |
| 3Y | +184.8% | +101.6% | +83.2% | +49.0% |
| 5Y | +564.6% | +106.7% | +457.9% | +220.1% |
| 10Y | +1,098.3% | +717.0% | +381.3% | +34.7% |
| All | +3,106.3% | +1,564.3% | +1,542.1% | +57.3% |
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 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