+628.3%
MRK vs VGT
+2,276.4%
-1,648.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -2.7% | +1.5% | -4.2% | -3.3% |
| 30D | +12.7% | +0.5% | +12.2% | +12.3% |
| 3M | +24.2% | +5.3% | +19.0% | +20.8% |
| 6M | +27.8% | +32.4% | -4.6% | +12.4% |
| YTD | +42.2% | +28.6% | +13.6% | +26.1% |
| 1Y | +80.2% | +37.6% | +42.6% | +54.6% |
| 3Y | +48.4% | +125.5% | -77.1% | -1.3% |
| 5Y | +133.6% | +135.2% | -1.6% | +45.9% |
| 10Y | +236.2% | +812.9% | -576.6% | -7.7% |
| All | +628.3% | +2,276.4% | -1,648.1% | +3.7% |
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 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